Nelson Capital Management’s Viatris VTRS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-300	Closed	-$15K	–	279
2017 Q2	$15K	Buy	+300	New	+$11.5K	0.01%	199
2015 Q4	–	Sell	-583	Closed	-$23K	–	273
2015 Q3	$23K	Hold	583	–	–	0.01%	162
2015 Q2	$40K	Hold	583	–	–	0.01%	128
2015 Q1	$35K	Buy	+583	New	+$33.2K	0.01%	137

Other funds holding VTRS

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Nelson Capital Management's VTRS Position: Q3 2017 in Review

Nelson Capital Management sold out of Viatris (VTRS) in Q3 2017, closing a stake of 300 shares — an estimated $15K sold.

Nelson Capital Management first reported a position in VTRS in Q1 2015 and held it in 4 quarters. The position peaked at $40K in Q2 2015. 472 funds tracked by Wall St. Rank hold VTRS as of Q3 2017.

Nelson Capital Management reported no remaining Viatris position as of Q3 2017 after selling out during the quarter.
Nelson Capital Management sold 300 Viatris shares in Q3 2017, an estimated $15K.
Nelson Capital Management first reported a position in Viatris in Q1 2015 and held it in 4 quarters.
Nelson Capital Management's Viatris position peaked at $40K in Q2 2015.
472 funds tracked by Wall St. Rank held Viatris as of Q3 2017.

Based on Nelson Capital Management's 13F filing for Q3 2017, filed 2 Nov 2017.