NCM
SWIR

Nelson Capital Management’s Sierra Wireless SWIR Stock Holding History

Nelson Capital Management’s Portfolio SWIR Stock Details SWIR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-305
Closed -$14K – 307
2014
Q4 		$14K Hold
305
– – 0.01% 215
2014
Q3 		$8K Hold
305
– – ﹤0.01% 255
2014
Q2 		$6K Hold
305
– – ﹤0.01% 269
2014
Q1 		$7K Hold
305
– – ﹤0.01% 222
2013
Q4 		$7K Buy
+305
New +$5.83K ﹤0.01% 206

Other funds holding SWIR

Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RMCM
Reynders McVeigh Capital Management Boston, Massachusetts $1.98B AUM 23.37% 1-Year Est. Return
LHC
Lodge Hill Capital New York $518M AUM 12.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Nelson Capital Management's SWIR Position: Q1 2015 in Review

Nelson Capital Management sold out of Sierra Wireless (SWIR) in Q1 2015, closing a stake of 305 shares — an estimated $14K sold.

Nelson Capital Management first reported a position in SWIR in Q4 2013 and held it in 5 quarters. The position peaked at $14K in Q4 2014. 100 funds tracked by Wall St. Rank hold SWIR as of Q1 2015.

  • Nelson Capital Management reported no remaining Sierra Wireless position as of Q1 2015 after selling out during the quarter.
  • Nelson Capital Management sold 305 Sierra Wireless shares in Q1 2015, an estimated $14K.
  • Nelson Capital Management first reported a position in Sierra Wireless in Q4 2013 and held it in 5 quarters.
  • Nelson Capital Management's Sierra Wireless position peaked at $14K in Q4 2014.
  • 100 funds tracked by Wall St. Rank held Sierra Wireless as of Q1 2015.

Based on Nelson Capital Management's 13F filing for Q1 2015, filed 12 May 2015.