Nelson Capital Management’s Waters Corp WAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-7	Closed	-$1K	–	357
2017 Q3	$1K	Hold	7	–	–	﹤0.01%	242
2017 Q2	$1K	Hold	7	–	–	﹤0.01%	286
2017 Q1	$1K	Hold	7	–	–	﹤0.01%	248
2016 Q4	$1K	Sell	7 -63	-90%	-$8.99K	﹤0.01%	250
2016 Q3	$11K	Sell	70 -77	-52%	-$11.9K	﹤0.01%	204
2016 Q2	$21K	Hold	147	–	–	0.01%	174
2016 Q1	$19K	Hold	147	–	–	0.01%	172
2015 Q4	$20K	Hold	147	–	–	0.01%	166
2015 Q3	$17K	Hold	147	–	–	0.01%	173
2015 Q2	$19K	Hold	147	–	–	0.01%	182
2015 Q1	$18K	Hold	147	–	–	0.01%	182
2014 Q4	$17K	Hold	147	–	–	0.01%	200
2014 Q3	$15K	Hold	147	–	–	0.01%	211
2014 Q2	$15K	Hold	147	–	–	0.01%	214
2014 Q1	$16K	Hold	147	–	–	0.01%	174
2013 Q4	$15K	Hold	147	–	–	0.01%	164
2013 Q3	$16K	Hold	147	–	–	0.01%	155
2013 Q2	$15K	Buy	+147	New	+$14.1K	0.01%	159

Other funds holding WAT

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Janus Henderson Group

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

Renaissance Technologies

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

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return