EWM
NLSN

Evercore Wealth Management’s Nielsen Holdings plc NLSN Stock Holding History

Evercore Wealth Management’s Portfolio NLSN Stock Details NLSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-177
Closed -$7K – 1081
2016
Q4 		$7K Sell
177
-414
-70% -$19K ﹤0.01% 866
2016
Q3 		$32K Hold
591
– – ﹤0.01% 699
2016
Q2 		$31K Buy
591
+146
+33% +$7.7K ﹤0.01% 685
2016
Q1 		$23K Hold
445
– – ﹤0.01% 701
2015
Q4 		$21K Buy
+445
New +$20.9K ﹤0.01% 765

Other funds holding NLSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Evercore Wealth Management's NLSN Position: Q1 2017 in Review

Evercore Wealth Management sold out of Nielsen Holdings plc (NLSN) in Q1 2017, closing a stake of 177 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in NLSN in Q4 2015 and held it in 5 quarters. The position peaked at $32K in Q3 2016. 423 funds tracked by Wall St. Rank hold NLSN as of Q1 2017.

  • Evercore Wealth Management reported no remaining Nielsen Holdings plc position as of Q1 2017 after selling out during the quarter.
  • Evercore Wealth Management sold 177 Nielsen Holdings plc shares in Q1 2017, an estimated $7K.
  • Evercore Wealth Management first reported a position in Nielsen Holdings plc in Q4 2015 and held it in 5 quarters.
  • Evercore Wealth Management's Nielsen Holdings plc position peaked at $32K in Q3 2016.
  • 423 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q1 2017.

Based on Evercore Wealth Management's 13F filing for Q1 2017, filed 15 May 2017.