NCM
SI

Nelson Capital Management’s SIEMENS AKTIENGESELLSCHAFT ADS SI Stock Holding History

Nelson Capital Management’s Portfolio SI Stock Details SI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-400
Closed -$21K – 316
2019
Q3 		$21K Buy
+400
New +$21K 0.01% 206

Other funds holding SI

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return

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

Nelson Capital Management sold out of SIEMENS AKTIENGESELLSCHAFT ADS (SI) in Q4 2019, closing a stake of 400 shares — an estimated $21K sold.

Nelson Capital Management first reported a position in SI in Q3 2019 and held it in 1 quarter. The position peaked at $21K in Q3 2019. 53 funds tracked by Wall St. Rank hold SI as of Q4 2019.

  • Nelson Capital Management reported no remaining SIEMENS AKTIENGESELLSCHAFT ADS position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 400 SIEMENS AKTIENGESELLSCHAFT ADS shares in Q4 2019, an estimated $21K.
  • Nelson Capital Management first reported a position in SIEMENS AKTIENGESELLSCHAFT ADS in Q3 2019 and held it in 1 quarter.
  • Nelson Capital Management's SIEMENS AKTIENGESELLSCHAFT ADS position peaked at $21K in Q3 2019.
  • 53 funds tracked by Wall St. Rank held SIEMENS AKTIENGESELLSCHAFT ADS as of Q4 2019.

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