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Nelson Capital Management’s Penske Automotive Group PAG Stock Holding History

Nelson Capital Management’s Portfolio PAG Stock Details PAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-108
Closed -$5K – 304
2017
Q4 		$5K Buy
+108
New +$5.09K ﹤0.01% 270

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LSV Asset Management
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LCOV
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BAM
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
PP
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SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return

Nelson Capital Management's PAG Position: Q1 2018 in Review

Nelson Capital Management sold out of Penske Automotive Group (PAG) in Q1 2018, closing a stake of 108 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in PAG in Q4 2017 and held it in 1 quarter. The position peaked at $5K in Q4 2017. 236 funds tracked by Wall St. Rank hold PAG as of Q1 2018.

  • Nelson Capital Management reported no remaining Penske Automotive Group position as of Q1 2018 after selling out during the quarter.
  • Nelson Capital Management sold 108 Penske Automotive Group shares in Q1 2018, an estimated $5K.
  • Nelson Capital Management first reported a position in Penske Automotive Group in Q4 2017 and held it in 1 quarter.
  • Nelson Capital Management's Penske Automotive Group position peaked at $5K in Q4 2017.
  • 236 funds tracked by Wall St. Rank held Penske Automotive Group as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.