NCM
VRTV

Nelson Capital Management’s VERITIV CORPORATION VRTV Stock Holding History

Nelson Capital Management’s Portfolio VRTV Stock Details VRTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-2
Closed – – 299
2019
Q3 		$0 Buy
+2
New +$34 ﹤0.01% 350
2015
Q1 		– Sell
-9
Closed – – 306
2014
Q4 		$0 Hold
9
– – ﹤0.01% 315
2014
Q3 		$0 Buy
+9
New +$382 ﹤0.01% 323

Other funds holding VRTV

BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Nelson Capital Management sold out of VERITIV CORPORATION (VRTV) in Q4 2019, closing a stake of 2 shares.

Nelson Capital Management first reported a position in VRTV in Q3 2014 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 161 funds tracked by Wall St. Rank hold VRTV as of Q4 2019.

  • Nelson Capital Management reported no remaining VERITIV CORPORATION position as of Q4 2019 after selling out during the quarter.
  • Nelson Capital Management sold 2 VERITIV CORPORATION shares in Q4 2019.
  • Nelson Capital Management first reported a position in VERITIV CORPORATION in Q3 2014 and held it in 3 quarters.
  • Nelson Capital Management's VERITIV CORPORATION position peaked at $0 in Q3 2019.
  • 161 funds tracked by Wall St. Rank held VERITIV CORPORATION as of Q4 2019.

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