Nelson Capital Management’s iShare MSCI Eurozone ETF EZU Stock Holding History

Nelson Capital Management’s Portfolio EZU Stock Details EZU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-172	Closed	-$7K	–	300
2018 Q3	$7K	Hold	172	–	–	﹤0.01%	219
2018 Q2	$7K	Buy	+172	New	+$7.5K	﹤0.01%	210

Other funds holding EZU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Nelson Capital Management's EZU Position: Q4 2018 in Review

Nelson Capital Management sold out of iShare MSCI Eurozone ETF (EZU) in Q4 2018, closing a stake of 172 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in EZU in Q2 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 229 funds tracked by Wall St. Rank hold EZU as of Q4 2018.

Nelson Capital Management reported no remaining iShare MSCI Eurozone ETF position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 172 iShare MSCI Eurozone ETF shares in Q4 2018, an estimated $7K.
Nelson Capital Management first reported a position in iShare MSCI Eurozone ETF in Q2 2018 and held it in 2 quarters.
Nelson Capital Management's iShare MSCI Eurozone ETF position peaked at $7K in Q3 2018.
229 funds tracked by Wall St. Rank held iShare MSCI Eurozone ETF as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.