Nelson Capital Management’s Miller/Howard High Income Equity Fund HIE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-308	Closed	-$3K	–	335
2018 Q4	$3K	Hold	308	–	–	﹤0.01%	254
2018 Q3	$4K	Hold	308	–	–	﹤0.01%	238
2018 Q2	$4K	Hold	308	–	–	﹤0.01%	229
2018 Q1	$4K	Hold	308	–	–	﹤0.01%	236
2017 Q4	$4K	Hold	308	–	–	﹤0.01%	283
2017 Q3	$4K	Hold	308	–	–	﹤0.01%	225
2017 Q2	$4K	Buy	+308	New	+$4.15K	﹤0.01%	247

Other funds holding HIE

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Nelson Capital Management's HIE Position: Q1 2019 in Review

Nelson Capital Management sold out of Miller/Howard High Income Equity Fund (HIE) in Q1 2019, closing a stake of 308 shares — an estimated $3K sold.

Nelson Capital Management first reported a position in HIE in Q2 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 35 funds tracked by Wall St. Rank hold HIE as of Q1 2019.

Nelson Capital Management reported no remaining Miller/Howard High Income Equity Fund position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 308 Miller/Howard High Income Equity Fund shares in Q1 2019, an estimated $3K.
Nelson Capital Management first reported a position in Miller/Howard High Income Equity Fund in Q2 2017 and held it in 7 quarters.
Nelson Capital Management's Miller/Howard High Income Equity Fund position peaked at $4K in Q3 2018.
35 funds tracked by Wall St. Rank held Miller/Howard High Income Equity Fund as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.