Nelson Capital Management’s MINDBODY, Inc. Class A Common Stock MB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-102,266	Closed	-$3.72M	–	343
2018 Q4	$3.72M	Sell	102,266 -24,080	-19%	-$733K	1.04%	38
2018 Q3	$5.14M	Buy	126,346 +2,445	+2%	+$95.5K	1.18%	38
2018 Q2	$4.78M	Buy	123,901 +1,325	+1%	+$52.2K	1.23%	41
2018 Q1	$4.77M	Buy	122,576 +2,231	+2%	+$79.6K	1.24%	40
2017 Q4	$3.67M	Buy	120,345 +3,150	+3%	+$96.9K	1.14%	41
2017 Q3	$3.03M	Buy	117,195 +325	+0.3%	+$8.05K	1%	44
2017 Q2	$3.18M	Buy	+116,870	New	+$3.21M	1.08%	43

Other funds holding MB

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Nelson Capital Management sold out of MINDBODY, Inc. Class A Common Stock (MB) in Q1 2019, closing a stake of 102,266 shares — an estimated $3.72M sold.

Nelson Capital Management first reported a position in MB in Q2 2017 and held it in 7 quarters. The position peaked at $5.14M in Q3 2018. 1 fund tracked by Wall St. Rank holds MB as of Q1 2019.

Nelson Capital Management reported no remaining MINDBODY, Inc. Class A Common Stock position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 102,266 MINDBODY, Inc. Class A Common Stock shares in Q1 2019, an estimated $3.72M.
Nelson Capital Management first reported a position in MINDBODY, Inc. Class A Common Stock in Q2 2017 and held it in 7 quarters.
Nelson Capital Management's MINDBODY, Inc. Class A Common Stock position peaked at $5.14M in Q3 2018.
1 fund tracked by Wall St. Rank held MINDBODY, Inc. Class A Common Stock as of Q1 2019.

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