Nelson Capital Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,451	Closed	-$24K	–	329
2018 Q4	$24K	Hold	1,451	–	–	0.01%	179
2018 Q3	$31K	Hold	1,451	–	–	0.01%	156
2018 Q2	$31K	Buy	+1,451	New	+$32.2K	0.01%	147

Other funds holding STK

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CAN

Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return

ACP

Aviance Capital Partners Naples, Florida $854M AUM 25.16% 1-Year Est. Return

Nelson Capital Management's STK Position: Q1 2019 in Review

Nelson Capital Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q1 2019, closing a stake of 1,451 shares — an estimated $24K sold.

Nelson Capital Management first reported a position in STK in Q2 2018 and held it in 3 quarters. The position peaked at $31K in Q3 2018. 36 funds tracked by Wall St. Rank hold STK as of Q1 2019.

Nelson Capital Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q1 2019 after selling out during the quarter.
Nelson Capital Management sold 1,451 Columbia Seligman Premium Technology Growth Fund shares in Q1 2019, an estimated $24K.
Nelson Capital Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q2 2018 and held it in 3 quarters.
Nelson Capital Management's Columbia Seligman Premium Technology Growth Fund position peaked at $31K in Q3 2018.
36 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q1 2019.

Based on Nelson Capital Management's 13F filing for Q1 2019, filed 9 May 2019.