LF
NLSN

Lee Financial’s Nielsen Holdings plc NLSN Stock Holding History

Lee Financial’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
Q3 		– Sell
-355
Closed -$11K – 814
2018
Q2 		$11K Buy
355
+43
+14% +$1.35K ﹤0.01% 470
2018
Q1 		$10K Buy
+312
New +$10.8K ﹤0.01% 483

Other funds holding NLSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's NLSN Position: Q3 2018 in Review

Lee Financial sold out of Nielsen Holdings plc (NLSN) in Q3 2018, closing a stake of 355 shares — an estimated $11K sold.

Lee Financial first reported a position in NLSN in Q1 2018 and held it in 2 quarters. The position peaked at $11K in Q2 2018. 398 funds tracked by Wall St. Rank hold NLSN as of Q3 2018.

  • Lee Financial reported no remaining Nielsen Holdings plc position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 355 Nielsen Holdings plc shares in Q3 2018, an estimated $11K.
  • Lee Financial first reported a position in Nielsen Holdings plc in Q1 2018 and held it in 2 quarters.
  • Lee Financial's Nielsen Holdings plc position peaked at $11K in Q2 2018.
  • 398 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.