Nelson Capital Management’s Piper Sandler PIPR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-916	Closed	-$17K	–	239
2019 Q3	$17K	Hold	916	–	–	﹤0.01%	224
2019 Q2	$17K	Hold	916	–	–	﹤0.01%	204
2019 Q1	$17K	Hold	916	–	–	﹤0.01%	196
2018 Q4	$15K	Hold	916	–	–	﹤0.01%	201
2018 Q3	$17K	Hold	916	–	–	﹤0.01%	189
2018 Q2	$18K	Buy	+916	New	+$17.9K	﹤0.01%	178

Other funds holding PIPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return

Nelson Capital Management's PIPR Position: Q4 2019 in Review

Nelson Capital Management sold out of Piper Sandler (PIPR) in Q4 2019, closing a stake of 916 shares — an estimated $17K sold.

Nelson Capital Management first reported a position in PIPR in Q2 2018 and held it in 6 quarters. The position peaked at $18K in Q2 2018. 201 funds tracked by Wall St. Rank hold PIPR as of Q4 2019.

Nelson Capital Management reported no remaining Piper Sandler position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 916 Piper Sandler shares in Q4 2019, an estimated $17K.
Nelson Capital Management first reported a position in Piper Sandler in Q2 2018 and held it in 6 quarters.
Nelson Capital Management's Piper Sandler position peaked at $18K in Q2 2018.
201 funds tracked by Wall St. Rank held Piper Sandler as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.