Nelson Capital Management’s Gaia GAIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-125	Closed	-$3K	–	309
2018 Q2	$3K	Buy	+125	New	+$2.2K	﹤0.01%	236

Other funds holding GAIA

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

VNB

Virginia National Bank Charlottesville, Virginia $21.9M AUM 12.04% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

NCM

Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Unterberg Capital New York $77.6M AUM 51.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nelson Capital Management's GAIA Position: Q3 2018 in Review

Nelson Capital Management sold out of Gaia (GAIA) in Q3 2018, closing a stake of 125 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in GAIA in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 65 funds tracked by Wall St. Rank hold GAIA as of Q3 2018.

Nelson Capital Management reported no remaining Gaia position as of Q3 2018 after selling out during the quarter.
Nelson Capital Management sold 125 Gaia shares in Q3 2018, an estimated $3K.
Nelson Capital Management first reported a position in Gaia in Q2 2018 and held it in 1 quarter.
Nelson Capital Management's Gaia position peaked at $3K in Q2 2018.
65 funds tracked by Wall St. Rank held Gaia as of Q3 2018.

Based on Nelson Capital Management's 13F filing for Q3 2018, filed 9 Oct 2018.