Nelson Capital Management’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,000	Closed	-$9K	–	254
2019 Q3	$9K	Hold	1,000	–	–	﹤0.01%	251
2019 Q2	$11K	Hold	1,000	–	–	﹤0.01%	226
2019 Q1	$10K	Hold	1,000	–	–	﹤0.01%	208
2018 Q4	$11K	Sell	1,000 -2,000	-67%	-$24.8K	﹤0.01%	211
2018 Q3	$51K	Hold	3,000	–	–	0.01%	128
2018 Q2	$43K	Hold	3,000	–	–	0.01%	131
2018 Q1	$57K	Hold	3,000	–	–	0.01%	127
2017 Q4	$49K	Hold	3,000	–	–	0.02%	136
2017 Q3	$45K	Hold	3,000	–	–	0.01%	133
2017 Q2	$26K	Hold	3,000	–	–	0.01%	172
2017 Q1	$16K	Sell	3,000 -400	-12%	-$1.6K	0.01%	203
2016 Q4	$10K	Hold	3,400	–	–	﹤0.01%	205
2016 Q3	$16K	Hold	3,400	–	–	0.01%	194
2016 Q2	$20K	Sell	3,400 -300	-8%	-$1.91K	0.01%	180
2016 Q1	$22K	Hold	3,700	–	–	0.01%	160
2015 Q4	$34K	Hold	3,700	–	–	0.01%	129
2015 Q3	$21K	Hold	3,700	–	–	0.01%	166
2015 Q2	$41K	Hold	3,700	–	–	0.01%	126
2015 Q1	$58K	Buy	3,700 +1,000	+37%	+$15.5K	0.02%	109
2014 Q4	$41K	Sell	2,700 -300	-10%	-$3.64K	0.02%	131
2014 Q3	$32K	Hold	3,000	–	–	0.01%	146
2014 Q2	$46K	Hold	3,000	–	–	0.02%	120
2014 Q1	$54K	Hold	3,000	–	–	0.02%	111
2013 Q4	$42K	Hold	3,000	–	–	0.02%	118
2013 Q3	$31K	Hold	3,000	–	–	0.01%	125
2013 Q2	$23K	Buy	+3,000	New	+$26.2K	0.01%	135

Other funds holding SGMO

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

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

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nelson Capital Management sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q4 2019, closing a stake of 1,000 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in SGMO in Q2 2013 and held it in 26 quarters. The position peaked at $58K in Q1 2015. 193 funds tracked by Wall St. Rank hold SGMO as of Q4 2019.

Nelson Capital Management reported no remaining SANGAMO THERAPEUTICS INC position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 1,000 SANGAMO THERAPEUTICS INC shares in Q4 2019, an estimated $9K.
Nelson Capital Management first reported a position in SANGAMO THERAPEUTICS INC in Q2 2013 and held it in 26 quarters.
Nelson Capital Management's SANGAMO THERAPEUTICS INC position peaked at $58K in Q1 2015.
193 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q4 2019.

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