Nelson Capital Management’s Fortive FTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-317	Closed	-$14K	–	173
2019 Q3	$14K	Hold	317	–	–	﹤0.01%	234
2019 Q2	$16K	Buy	317 +158	+99%	+$8.2K	﹤0.01%	206
2019 Q1	$8K	Hold	159	–	–	﹤0.01%	213
2018 Q4	$7K	Hold	159	–	–	﹤0.01%	227
2018 Q3	$8K	Hold	159	–	–	﹤0.01%	216
2018 Q2	$8K	Sell	159 -1,046	-87%	-$50K	﹤0.01%	204
2018 Q1	$59K	Hold	1,205	–	–	0.02%	124
2017 Q4	$55K	Hold	1,205	–	–	0.02%	129
2017 Q3	$54K	Hold	1,205	–	–	0.02%	124
2017 Q2	$48K	Hold	1,205	–	–	0.02%	129
2017 Q1	$46K	Sell	1,205 -419	-26%	-$15K	0.02%	130
2016 Q4	$55K	Sell	1,624 -523	-24%	-$17.3K	0.02%	116
2016 Q3	$69K	Buy	+2,147	New	+$68.9K	0.02%	110

Other funds holding FTV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Nelson Capital Management's FTV Position: Q4 2019 in Review

Nelson Capital Management sold out of Fortive (FTV) in Q4 2019, closing a stake of 317 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in FTV in Q3 2016 and held it in 13 quarters. The position peaked at $69K in Q3 2016. 829 funds tracked by Wall St. Rank hold FTV as of Q4 2019.

Nelson Capital Management reported no remaining Fortive position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 317 Fortive shares in Q4 2019, an estimated $14K.
Nelson Capital Management first reported a position in Fortive in Q3 2016 and held it in 13 quarters.
Nelson Capital Management's Fortive position peaked at $69K in Q3 2016.
829 funds tracked by Wall St. Rank held Fortive as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.