Nelson Capital Management’s Varian Medical Systems, Inc. VAR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-220	Closed	-$25K	–	316
2018 Q2	$25K	Hold	220	–	–	0.01%	161
2018 Q1	$27K	Hold	220	–	–	0.01%	171
2017 Q4	$24K	Sell	220 -450	-67%	-$48.4K	0.01%	195
2017 Q3	$67K	Sell	670 -30	-4%	-$3.08K	0.02%	115
2017 Q2	$72K	Sell	700 -110	-14%	-$10.6K	0.02%	114
2017 Q1	$74K	Sell	810 -433	-35%	-$36.1K	0.02%	112
2016 Q4	$98K	Sell	1,243 -148	-11%	-$12K	0.03%	102
2016 Q3	$121K	Sell	1,391 -72,495	-98%	-$5.91M	0.04%	97
2016 Q2	$5.33M	Sell	73,886 -1,199	-2%	-$86.9K	2%	21
2016 Q1	$5.27M	Sell	75,085 -1,334	-2%	-$90.6K	1.99%	23
2015 Q4	$5.42M	Buy	76,419 +325	+0.4%	+$22.4K	2.08%	20
2015 Q3	$4.92M	Buy	76,094 +1,648	+2%	+$120K	1.88%	25
2015 Q2	$5.5M	Buy	74,446 +1,768	+2%	+$138K	1.99%	22
2015 Q1	$6M	Sell	72,678 -1,535	-2%	-$123K	2.16%	17
2014 Q4	$5.63M	Buy	74,213 +502	+0.7%	+$37.4K	2.09%	20
2014 Q3	$5.18M	Buy	73,711 +1,055	+1%	+$77.8K	1.95%	22
2014 Q2	$5.3M	Buy	72,656 +2,515	+4%	+$181K	2.12%	19
2014 Q1	$5.17M	Buy	70,141 +1,755	+3%	+$126K	2.27%	16
2013 Q4	$4.66M	Sell	68,386 -1,360	-2%	-$90.6K	2.07%	19
2013 Q3	$4.57M	Buy	69,746 +998	+1%	+$63.2K	2.18%	20
2013 Q2	$4.07M	Buy	+68,748	New	+$4.12M	2.08%	21

Other funds holding VAR

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

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

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

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

Nelson Capital Management's VAR Position: Q3 2018 in Review

Nelson Capital Management sold out of Varian Medical Systems, Inc. (VAR) in Q3 2018, closing a stake of 220 shares — an estimated $25K sold.

Nelson Capital Management first reported a position in VAR in Q2 2013 and held it in 21 quarters. The position peaked at $6M in Q1 2015. 574 funds tracked by Wall St. Rank hold VAR as of Q3 2018.

Nelson Capital Management reported no remaining Varian Medical Systems, Inc. position as of Q3 2018 after selling out during the quarter.
Nelson Capital Management sold 220 Varian Medical Systems, Inc. shares in Q3 2018, an estimated $25K.
Nelson Capital Management first reported a position in Varian Medical Systems, Inc. in Q2 2013 and held it in 21 quarters.
Nelson Capital Management's Varian Medical Systems, Inc. position peaked at $6M in Q1 2015.
574 funds tracked by Wall St. Rank held Varian Medical Systems, Inc. as of Q3 2018.

Based on Nelson Capital Management's 13F filing for Q3 2018, filed 9 Oct 2018.