NCM
ZEN

Nelson Capital Management’s ZENDESK INC ZEN Stock Holding History

Nelson Capital Management’s Portfolio ZEN Stock Details ZEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-376
Closed -$10K – 286
2017
Q2 		$10K Hold
376
– – ﹤0.01% 211
2017
Q1 		$11K Hold
376
– – ﹤0.01% 212
2016
Q4 		$8K Hold
376
– – ﹤0.01% 212
2016
Q3 		$12K Hold
376
– – ﹤0.01% 203
2016
Q2 		$10K Hold
376
– – ﹤0.01% 211
2016
Q1 		$8K Hold
376
– – ﹤0.01% 206
2015
Q4 		$10K Hold
376
– – ﹤0.01% 197
2015
Q3 		$7K Buy
+376
New +$7.9K ﹤0.01% 214

Other funds holding ZEN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.82B AUM 7.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Nelson Capital Management sold out of ZENDESK INC (ZEN) in Q3 2017, closing a stake of 376 shares — an estimated $10K sold.

Nelson Capital Management first reported a position in ZEN in Q3 2015 and held it in 8 quarters. The position peaked at $12K in Q3 2016. 167 funds tracked by Wall St. Rank hold ZEN as of Q3 2017.

  • Nelson Capital Management reported no remaining ZENDESK INC position as of Q3 2017 after selling out during the quarter.
  • Nelson Capital Management sold 376 ZENDESK INC shares in Q3 2017, an estimated $10K.
  • Nelson Capital Management first reported a position in ZENDESK INC in Q3 2015 and held it in 8 quarters.
  • Nelson Capital Management's ZENDESK INC position peaked at $12K in Q3 2016.
  • 167 funds tracked by Wall St. Rank held ZENDESK INC as of Q3 2017.

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