Nelson Capital Management’s Nordstrom JWN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-200	Closed	-$7K	–	201
2019 Q3	$7K	Hold	200	–	–	﹤0.01%	263
2019 Q2	$6K	Hold	200	–	–	﹤0.01%	242
2019 Q1	$9K	Hold	200	–	–	﹤0.01%	210
2018 Q4	$9K	Hold	200	–	–	﹤0.01%	218
2018 Q3	$12K	Hold	200	–	–	﹤0.01%	202
2018 Q2	$10K	Hold	200	–	–	﹤0.01%	199
2018 Q1	$10K	Sell	200 -400	-67%	-$19.9K	﹤0.01%	207
2017 Q4	$28K	Buy	600 +200	+50%	+$8.62K	0.01%	177
2017 Q3	$19K	Hold	400	–	–	0.01%	189
2017 Q2	$19K	Hold	400	–	–	0.01%	190
2017 Q1	$19K	Hold	400	–	–	0.01%	194
2016 Q4	$19K	Hold	400	–	–	0.01%	184
2016 Q3	$21K	Hold	400	–	–	0.01%	176
2016 Q2	$18K	Buy	+400	New	+$17.8K	0.01%	187

Other funds holding JWN

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Nelson Capital Management sold out of Nordstrom (JWN) in Q4 2019, closing a stake of 200 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in JWN in Q2 2016 and held it in 14 quarters. The position peaked at $28K in Q4 2017. 531 funds tracked by Wall St. Rank hold JWN as of Q4 2019.

Nelson Capital Management reported no remaining Nordstrom position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 200 Nordstrom shares in Q4 2019, an estimated $7K.
Nelson Capital Management first reported a position in Nordstrom in Q2 2016 and held it in 14 quarters.
Nelson Capital Management's Nordstrom position peaked at $28K in Q4 2017.
531 funds tracked by Wall St. Rank held Nordstrom as of Q4 2019.

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