MYIA
NLSN

Mount Yale Investment Advisors’s Nielsen Holdings plc NLSN Stock Holding History

Mount Yale Investment Advisors’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
Q4 		– Sell
-14,515
Closed -$386K – 938
2018
Q3 		$386K Sell
14,515
-594
-4% -$16K 0.07% 221
2018
Q2 		$467K Buy
15,109
+2,503
+20% +$78.3K 0.09% 184
2018
Q1 		$401K Buy
+12,606
New +$436K 0.09% 214

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 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

Mount Yale Investment Advisors's NLSN Position: Q4 2018 in Review

Mount Yale Investment Advisors sold out of Nielsen Holdings plc (NLSN) in Q4 2018, closing a stake of 14,515 shares — an estimated $386K sold.

Mount Yale Investment Advisors first reported a position in NLSN in Q1 2018 and held it in 3 quarters. The position peaked at $467K in Q2 2018. 403 funds tracked by Wall St. Rank hold NLSN as of Q4 2018.

  • Mount Yale Investment Advisors reported no remaining Nielsen Holdings plc position as of Q4 2018 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 14,515 Nielsen Holdings plc shares in Q4 2018, an estimated $386K.
  • Mount Yale Investment Advisors first reported a position in Nielsen Holdings plc in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Nielsen Holdings plc position peaked at $467K in Q2 2018.
  • 403 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q4 2018.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.