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Nelson Capital Management’s iShares Global Financials ETF IXG Stock Holding History

Nelson Capital Management’s Portfolio IXG Stock Details IXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-487
Closed -$32K – 350
2017
Q3 		$32K Buy
+487
New +$31.6K 0.01% 147

Other funds holding IXG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nelson Capital Management's IXG Position: Q4 2017 in Review

Nelson Capital Management sold out of iShares Global Financials ETF (IXG) in Q4 2017, closing a stake of 487 shares — an estimated $32K sold.

Nelson Capital Management first reported a position in IXG in Q3 2017 and held it in 1 quarter. The position peaked at $32K in Q3 2017. 93 funds tracked by Wall St. Rank hold IXG as of Q4 2017.

  • Nelson Capital Management reported no remaining iShares Global Financials ETF position as of Q4 2017 after selling out during the quarter.
  • Nelson Capital Management sold 487 iShares Global Financials ETF shares in Q4 2017, an estimated $32K.
  • Nelson Capital Management first reported a position in iShares Global Financials ETF in Q3 2017 and held it in 1 quarter.
  • Nelson Capital Management's iShares Global Financials ETF position peaked at $32K in Q3 2017.
  • 93 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.