Nelson Capital Management’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-52	Closed	-$9K	–	274
2015 Q3	$9K	Hold	52	–	–	﹤0.01%	200
2015 Q2	$13K	Hold	52	–	–	﹤0.01%	199
2015 Q1	$13K	Hold	52	–	–	﹤0.01%	198
2014 Q4	$15K	Hold	52	–	–	0.01%	208
2014 Q3	$21K	Sell	52 -13	-20%	-$5.85K	0.01%	186
2014 Q2	$32K	Buy	+65	New	+$30.3K	0.01%	144

Other funds holding XES

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

FBA

Front Barnett Associates Chicago, Illinois $833M AUM 23.51% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Nelson Capital Management's XES Position: Q4 2015 in Review

Nelson Capital Management sold out of State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) in Q4 2015, closing a stake of 52 shares — an estimated $9K sold.

Nelson Capital Management first reported a position in XES in Q2 2014 and held it in 6 quarters. The position peaked at $32K in Q2 2014. 58 funds tracked by Wall St. Rank hold XES as of Q4 2015.

Nelson Capital Management reported no remaining State Street SPDR S&P Oil & Gas Equipment & Services ETF position as of Q4 2015 after selling out during the quarter.
Nelson Capital Management sold 52 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q4 2015, an estimated $9K.
Nelson Capital Management first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2014 and held it in 6 quarters.
Nelson Capital Management's State Street SPDR S&P Oil & Gas Equipment & Services ETF position peaked at $32K in Q2 2014.
58 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q4 2015.

Based on Nelson Capital Management's 13F filing for Q4 2015, filed 2 Feb 2016.