NCM
PDN icon

Nelson Capital Management’s Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF PDN Stock Holding History

Nelson Capital Management’s Portfolio PDN Stock Details PDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-250
Closed -$9K – 267
2018
Q1 		$9K Buy
+250
New +$8.7K ﹤0.01% 210

Other funds holding PDN

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIC
Cutler Investment Counsel Jacksonville, Oregon $1.06B AUM 20.29% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CFA
Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CCM
Condor Capital Management Martinsville, New Jersey $1.2B AUM 13.18% 1-Year Est. Return

Nelson Capital Management's PDN Position: Q2 2018 in Review

Nelson Capital Management sold out of Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF (PDN) in Q2 2018, closing a stake of 250 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in PDN in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 50 funds tracked by Wall St. Rank hold PDN as of Q2 2018.

  • Nelson Capital Management reported no remaining Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position as of Q2 2018 after selling out during the quarter.
  • Nelson Capital Management sold 250 Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF shares in Q2 2018, an estimated $9K.
  • Nelson Capital Management first reported a position in Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF in Q1 2018 and held it in 1 quarter.
  • Nelson Capital Management's Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF position peaked at $9K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF as of Q2 2018.

Based on Nelson Capital Management's 13F filing for Q2 2018, filed 17 Jul 2018.