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Nelson Capital Management’s Polaris PII Stock Holding History

Nelson Capital Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-42
Closed -$6K – 297
2014
Q4 		$6K Hold
42
– – ﹤0.01% 259
2014
Q3 		$6K Hold
42
– – ﹤0.01% 270
2014
Q2 		$5K Buy
+42
New +$5.56K ﹤0.01% 274

Other funds holding PII

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Nelson Capital Management's PII Position: Q1 2015 in Review

Nelson Capital Management sold out of Polaris (PII) in Q1 2015, closing a stake of 42 shares — an estimated $6K sold.

Nelson Capital Management first reported a position in PII in Q2 2014 and held it in 3 quarters. The position peaked at $6K in Q4 2014. 492 funds tracked by Wall St. Rank hold PII as of Q1 2015.

  • Nelson Capital Management reported no remaining Polaris position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 42 Polaris shares in Q1 2015, an estimated $6K.
  • Nelson Capital Management first reported a position in Polaris in Q2 2014 and held it in 3 quarters.
  • Nelson Capital Management's Polaris position peaked at $6K in Q4 2014.
  • 492 funds tracked by Wall St. Rank held Polaris as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.