HFP
NLSN

Holistic Financial Partners’s Nielsen Holdings plc NLSN Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-76
Closed -$2K – 430
2018
Q1 		$2K Sell
76
-2,556
-97% -$88.4K ﹤0.01% 433
2017
Q4 		$96K Buy
+2,632
New +$100K 0.08% 121

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 $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TP
Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Holistic Financial Partners's NLSN Position: Q2 2018 in Review

Holistic Financial Partners sold out of Nielsen Holdings plc (NLSN) in Q2 2018, closing a stake of 76 shares — an estimated $2K sold.

Holistic Financial Partners first reported a position in NLSN in Q4 2017 and held it in 2 quarters. The position peaked at $96K in Q4 2017. 405 funds tracked by Wall St. Rank hold NLSN as of Q2 2018.

  • Holistic Financial Partners reported no remaining Nielsen Holdings plc position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 76 Nielsen Holdings plc shares in Q2 2018, an estimated $2K.
  • Holistic Financial Partners first reported a position in Nielsen Holdings plc in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Nielsen Holdings plc position peaked at $96K in Q4 2017.
  • 405 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.