Nelson Capital Management’s Xerox XRX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-22	Closed	-$1K	–	294
2019 Q3	$1K	Buy	+22	New	+$689	﹤0.01%	322
2017 Q4	–	Sell	-100	Closed	-$3K	–	358
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	232
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	257
2017 Q1	$3K	Sell	100 -52	-34%	-$1.5K	﹤0.01%	238
2016 Q4	$3K	Hold	152	–	–	﹤0.01%	241
2016 Q3	$4K	Hold	152	–	–	﹤0.01%	236
2016 Q2	$4K	Hold	152	–	–	﹤0.01%	242
2016 Q1	$4K	Hold	152	–	–	﹤0.01%	233
2015 Q4	$4K	Hold	152	–	–	﹤0.01%	232
2015 Q3	$4K	Hold	152	–	–	﹤0.01%	238
2015 Q2	$4K	Hold	152	–	–	﹤0.01%	241
2015 Q1	$5K	Hold	152	–	–	﹤0.01%	236
2014 Q4	$6K	Hold	152	–	–	﹤0.01%	262
2014 Q3	$5K	Sell	152 -598	-80%	-$20.9K	﹤0.01%	282
2014 Q2	$25K	Buy	+750	New	+$23.8K	0.01%	167

Other funds holding XRX

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

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

Nelson Capital Management sold out of Xerox (XRX) in Q4 2019, closing a stake of 22 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in XRX in Q2 2014 and held it in 15 quarters. The position peaked at $25K in Q2 2014. 484 funds tracked by Wall St. Rank hold XRX as of Q4 2019.

Nelson Capital Management reported no remaining Xerox position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 22 Xerox shares in Q4 2019, an estimated $1K.
Nelson Capital Management first reported a position in Xerox in Q2 2014 and held it in 15 quarters.
Nelson Capital Management's Xerox position peaked at $25K in Q2 2014.
484 funds tracked by Wall St. Rank held Xerox as of Q4 2019.

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