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Nelson Capital Management’s Vanguard Consumer Staples ETF VDC Stock Holding History

Nelson Capital Management’s Portfolio VDC Stock Details VDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-13
Closed -$2K – 273
2016
Q2 		$2K Buy
+13
New +$1.77K ﹤0.01% 255

Other funds holding VDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $772M AUM 14.37% 1-Year Est. Return
X
Xponance Philadelphia, Pennsylvania $14.1B AUM 30.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Nelson Capital Management's VDC Position: Q3 2016 in Review

Nelson Capital Management sold out of Vanguard Consumer Staples ETF (VDC) in Q3 2016, closing a stake of 13 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in VDC in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 202 funds tracked by Wall St. Rank hold VDC as of Q3 2016.

  • Nelson Capital Management reported no remaining Vanguard Consumer Staples ETF position as of Q3 2016 after selling out during the quarter.
  • Nelson Capital Management sold 13 Vanguard Consumer Staples ETF shares in Q3 2016, an estimated $2K.
  • Nelson Capital Management first reported a position in Vanguard Consumer Staples ETF in Q2 2016 and held it in 1 quarter.
  • Nelson Capital Management's Vanguard Consumer Staples ETF position peaked at $2K in Q2 2016.
  • 202 funds tracked by Wall St. Rank held Vanguard Consumer Staples ETF as of Q3 2016.

Based on Nelson Capital Management's 13F filing for Q3 2016, filed 27 Oct 2016.