Nelson Capital Management’s Vodafone VOD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-249	Closed	-$5K	–	283
2019 Q3	$5K	Buy	+249	New	+$4.51K	﹤0.01%	281
2018 Q1	–	Sell	-125	Closed	-$4K	–	320
2017 Q4	$4K	Buy	+125	New	+$3.75K	﹤0.01%	280
2016 Q3	–	Sell	-82	Closed	-$3K	–	277
2016 Q2	$3K	Hold	82	–	–	﹤0.01%	248
2016 Q1	$3K	Hold	82	–	–	﹤0.01%	239
2015 Q4	$3K	Hold	82	–	–	﹤0.01%	239
2015 Q3	$3K	Hold	82	–	–	﹤0.01%	242
2015 Q2	$3K	Sell	82 -812	-91%	-$29.3K	﹤0.01%	247
2015 Q1	$29K	Sell	894 -835	-48%	-$28.7K	0.01%	158
2014 Q4	$59K	Sell	1,729 -81	-4%	-$2.73K	0.02%	116
2014 Q3	$60K	Hold	1,810	–	–	0.02%	118
2014 Q2	$60K	Hold	1,810	–	–	0.02%	111
2014 Q1	$67K	Buy	1,810 +351	+24%	+$13.5K	0.03%	105
2013 Q4	$58K	Hold	1,459	–	–	0.03%	108
2013 Q3	$52K	Hold	1,459	–	–	0.02%	107
2013 Q2	$43K	Buy	+1,459	New	+$43.5K	0.02%	109

Other funds holding VOD

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AGA

Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return

AACR

ACR Alpine Capital Research St. Louis, Missouri $6.7B AUM 33.44% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

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

Nelson Capital Management's VOD Position: Q4 2019 in Review

Nelson Capital Management sold out of Vodafone (VOD) in Q4 2019, closing a stake of 249 shares — an estimated $5K sold.

Nelson Capital Management first reported a position in VOD in Q2 2013 and held it in 15 quarters. The position peaked at $67K in Q1 2014. 559 funds tracked by Wall St. Rank hold VOD as of Q4 2019.

Nelson Capital Management reported no remaining Vodafone position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 249 Vodafone shares in Q4 2019, an estimated $5K.
Nelson Capital Management first reported a position in Vodafone in Q2 2013 and held it in 15 quarters.
Nelson Capital Management's Vodafone position peaked at $67K in Q1 2014.
559 funds tracked by Wall St. Rank held Vodafone as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.