Nelson Capital Management’s Workday WDAY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-6	Closed	-$1K	–	322
2017 Q4	$1K	Buy	+6	New	+$641	﹤0.01%	335
2017 Q3	–	Sell	-105	Closed	-$10K	–	281
2017 Q2	$10K	Hold	105	–	–	﹤0.01%	210
2017 Q1	$9K	Hold	105	–	–	﹤0.01%	216
2016 Q4	$7K	Hold	105	–	–	﹤0.01%	222
2016 Q3	$10K	Hold	105	–	–	﹤0.01%	206
2016 Q2	$8K	Hold	105	–	–	﹤0.01%	217
2016 Q1	$8K	Hold	105	–	–	﹤0.01%	205
2015 Q4	$8K	Hold	105	–	–	﹤0.01%	208
2015 Q3	$7K	Buy	+105	New	+$8.11K	﹤0.01%	212

Other funds holding WDAY

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Nelson Capital Management's WDAY Position: Q1 2018 in Review

Nelson Capital Management sold out of Workday (WDAY) in Q1 2018, closing a stake of 6 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in WDAY in Q3 2015 and held it in 9 quarters. The position peaked at $10K in Q2 2017. 437 funds tracked by Wall St. Rank hold WDAY as of Q1 2018.

Nelson Capital Management reported no remaining Workday position as of Q1 2018 after selling out during the quarter.
Nelson Capital Management sold 6 Workday shares in Q1 2018, an estimated $1K.
Nelson Capital Management first reported a position in Workday in Q3 2015 and held it in 9 quarters.
Nelson Capital Management's Workday position peaked at $10K in Q2 2017.
437 funds tracked by Wall St. Rank held Workday as of Q1 2018.

Based on Nelson Capital Management's 13F filing for Q1 2018, filed 20 Apr 2018.