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Nelson Capital Management’s Kohl's KSS Stock Holding History

Nelson Capital Management’s Portfolio KSS Stock Details KSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$11K – 314
2014
Q1 		$11K Hold
200
– – ﹤0.01% 195
2013
Q4 		$11K Hold
200
– – ﹤0.01% 181
2013
Q3 		$10K Hold
200
– – ﹤0.01% 176
2013
Q2 		$10K Buy
+200
New +$9.9K 0.01% 178

Other funds holding KSS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Nelson Capital Management's KSS Position: Q2 2014 in Review

Nelson Capital Management sold out of Kohl's (KSS) in Q2 2014, closing a stake of 200 shares — an estimated $11K sold.

Nelson Capital Management first reported a position in KSS in Q2 2013 and held it in 4 quarters. The position peaked at $11K in Q1 2014. 533 funds tracked by Wall St. Rank hold KSS as of Q2 2014.

  • Nelson Capital Management reported no remaining Kohl's position as of Q2 2014 after selling out during the quarter.
  • Nelson Capital Management sold 200 Kohl's shares in Q2 2014, an estimated $11K.
  • Nelson Capital Management first reported a position in Kohl's in Q2 2013 and held it in 4 quarters.
  • Nelson Capital Management's Kohl's position peaked at $11K in Q1 2014.
  • 533 funds tracked by Wall St. Rank held Kohl's as of Q2 2014.

Based on Nelson Capital Management's 13F filing for Q2 2014, filed 14 Aug 2014.