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Nelson Capital Management’s Invesco NASDAQ Internet ETF PNQI Stock Holding History

Nelson Capital Management’s Portfolio PNQI Stock Details PNQI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,430
Closed -$31K – 354
2017
Q3 		$31K Buy
+1,430
New +$31.1K 0.01% 154

Other funds holding PNQI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

Nelson Capital Management's PNQI Position: Q4 2017 in Review

Nelson Capital Management sold out of Invesco NASDAQ Internet ETF (PNQI) in Q4 2017, closing a stake of 1,430 shares — an estimated $31K sold.

Nelson Capital Management first reported a position in PNQI in Q3 2017 and held it in 1 quarter. The position peaked at $31K in Q3 2017. 74 funds tracked by Wall St. Rank hold PNQI as of Q4 2017.

  • Nelson Capital Management reported no remaining Invesco NASDAQ Internet ETF position as of Q4 2017 after selling out during the quarter.
  • Nelson Capital Management sold 1,430 Invesco NASDAQ Internet ETF shares in Q4 2017, an estimated $31K.
  • Nelson Capital Management first reported a position in Invesco NASDAQ Internet ETF in Q3 2017 and held it in 1 quarter.
  • Nelson Capital Management's Invesco NASDAQ Internet ETF position peaked at $31K in Q3 2017.
  • 74 funds tracked by Wall St. Rank held Invesco NASDAQ Internet ETF as of Q4 2017.

Based on Nelson Capital Management's 13F filing for Q4 2017, filed 26 Jan 2018.