Nelson Capital Management’s Global X Social Media ETF SOCL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,573	Closed	-$50K	–	316
2018 Q3	$50K	Hold	1,573	–	–	0.01%	130
2018 Q2	$56K	Hold	1,573	–	–	0.01%	121
2018 Q1	$54K	Hold	1,573	–	–	0.01%	131
2017 Q4	$52K	Hold	1,573	–	–	0.02%	133
2017 Q3	$49K	Buy	+1,573	New	+$47.6K	0.02%	127

Other funds holding SOCL

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

Nelson Capital Management's SOCL Position: Q4 2018 in Review

Nelson Capital Management sold out of Global X Social Media ETF (SOCL) in Q4 2018, closing a stake of 1,573 shares — an estimated $50K sold.

Nelson Capital Management first reported a position in SOCL in Q3 2017 and held it in 5 quarters. The position peaked at $56K in Q2 2018. 47 funds tracked by Wall St. Rank hold SOCL as of Q4 2018.

Nelson Capital Management reported no remaining Global X Social Media ETF position as of Q4 2018 after selling out during the quarter.
Nelson Capital Management sold 1,573 Global X Social Media ETF shares in Q4 2018, an estimated $50K.
Nelson Capital Management first reported a position in Global X Social Media ETF in Q3 2017 and held it in 5 quarters.
Nelson Capital Management's Global X Social Media ETF position peaked at $56K in Q2 2018.
47 funds tracked by Wall St. Rank held Global X Social Media ETF as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.