Nelson Capital Management’s Steelcase SCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-1,000	Closed	-$15K	–	355
2017 Q3	$15K	Hold	1,000	–	–	﹤0.01%	197
2017 Q2	$14K	Sell	1,000 -555	-36%	-$9.14K	﹤0.01%	200
2017 Q1	$26K	Hold	1,555	–	–	0.01%	173
2016 Q4	$28K	Hold	1,555	–	–	0.01%	156
2016 Q3	$22K	Hold	1,555	–	–	0.01%	173
2016 Q2	$21K	Hold	1,555	–	–	0.01%	172
2016 Q1	$23K	Hold	1,555	–	–	0.01%	157
2015 Q4	$23K	Hold	1,555	–	–	0.01%	159
2015 Q3	$29K	Hold	1,555	–	–	0.01%	136
2015 Q2	$29K	Hold	1,555	–	–	0.01%	158
2015 Q1	$29K	Hold	1,555	–	–	0.01%	156
2014 Q4	$28K	Hold	1,555	–	–	0.01%	153
2014 Q3	$25K	Hold	1,555	–	–	0.01%	167
2014 Q2	$24K	Buy	+1,555	New	+$25.6K	0.01%	173

Other funds holding SCS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

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

Nelson Capital Management sold out of Steelcase (SCS) in Q4 2017, closing a stake of 1,000 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in SCS in Q2 2014 and held it in 14 quarters. The position peaked at $29K in Q3 2015. 196 funds tracked by Wall St. Rank hold SCS as of Q4 2017.

Nelson Capital Management reported no remaining Steelcase position as of Q4 2017 after selling out during the quarter.
Nelson Capital Management sold 1,000 Steelcase shares in Q4 2017, an estimated $15K.
Nelson Capital Management first reported a position in Steelcase in Q2 2014 and held it in 14 quarters.
Nelson Capital Management's Steelcase position peaked at $29K in Q3 2015.
196 funds tracked by Wall St. Rank held Steelcase as of Q4 2017.

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