Nelson Capital Management LLC lifted its position in UnitedHealth Group Incorporated (NYSE:UNH – Get Rating) by 39.1% in the fourth quarter, HoldingsChannel.com reports. The firm owned 12,871 shares of the healthcare conglomerate’s stock after acquiring an additional 3,617 shares during the period. UnitedHealth Group comprises 2.0% of Nelson Capital Management LLC’s investment portfolio, making the […]
ESG Planning trimmed its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 58.4% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 7,250 shares of the exchange traded fund’s stock after selling 10,186 shares during the quarter. SPDR Gold Shares comprises approximately 1.5% of ESG Planning’s portfolio, making the stock its 10th […]
Nelson Capital Management LLC lessened its holdings in shares of U.S. Bancorp (NYSE:USB – Get Rating) by 3.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 67,125 shares of the financial services provider’s stock after selling 2,057 shares during the period. Nelson Capital Management LLC’s […]
Nelson Capital Management LLC trimmed its position in shares of Verizon Communications Inc. (NYSE:VZ – Get Rating) by 12.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 95,427 shares of the cell phone carrier’s stock after selling 13,211 shares […]
Nelson Capital Management LLC decreased its stake in shares of JPMorgan Ultra-Short Income ETF (NYSEARCA:JPST – Get Rating) by 12.5% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 173,807 shares of the company’s stock after selling 24,904 shares during the quarter. JPMorgan Ultra-Short […]