NCM
IPAS

Nelson Capital Management’s Ipass Inc Common Stock IPAS Stock Holding History

Nelson Capital Management’s Portfolio IPAS Stock Details IPAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-30
Closed – – 328
2014
Q3 		$0 Hold
30
– – ﹤0.01% 335
2014
Q2 		$0 Hold
30
– – ﹤0.01% 327
2014
Q1 		$0 Hold
30
– – ﹤0.01% 265
2013
Q4 		$0 Hold
30
– – ﹤0.01% 242
2013
Q3 		$1K Hold
30
– – ﹤0.01% 222
2013
Q2 		$1K Buy
+30
New +$541 ﹤0.01% 221

Other funds holding IPAS

MTM
Millennium TVP Management New York $93.1M AUM 35.8% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
OP
Osmium Partners Greenbrae, California $10.4M AUM 73.79% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Nelson Capital Management's IPAS Position: Q4 2014 in Review

Nelson Capital Management sold out of Ipass Inc Common Stock (IPAS) in Q4 2014, closing a stake of 30 shares.

Nelson Capital Management first reported a position in IPAS in Q2 2013 and held it in 6 quarters. The position peaked at $1K in Q3 2013. 41 funds tracked by Wall St. Rank hold IPAS as of Q4 2014.

  • Nelson Capital Management reported no remaining Ipass Inc Common Stock position as of Q4 2014 after selling out during the quarter.
  • Nelson Capital Management sold 30 Ipass Inc Common Stock shares in Q4 2014.
  • Nelson Capital Management first reported a position in Ipass Inc Common Stock in Q2 2013 and held it in 6 quarters.
  • Nelson Capital Management's Ipass Inc Common Stock position peaked at $1K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held Ipass Inc Common Stock as of Q4 2014.

Based on Nelson Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.