PWM
NLSN

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

Perigon 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
Q2 		– Sell
-165
Closed -$7K – 649
2017
Q1 		$7K Buy
165
+50
+43% +$2.14K ﹤0.01% 559
2016
Q4 		$5K Buy
+115
New +$5.28K ﹤0.01% 654

Other funds holding NLSN

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Perigon Wealth Management's NLSN Position: Q2 2017 in Review

Perigon Wealth Management sold out of Nielsen Holdings plc (NLSN) in Q2 2017, closing a stake of 165 shares — an estimated $7K sold.

Perigon Wealth Management first reported a position in NLSN in Q4 2016 and held it in 2 quarters. The position peaked at $7K in Q1 2017. 388 funds tracked by Wall St. Rank hold NLSN as of Q2 2017.

  • Perigon Wealth Management reported no remaining Nielsen Holdings plc position as of Q2 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 165 Nielsen Holdings plc shares in Q2 2017, an estimated $7K.
  • Perigon Wealth Management first reported a position in Nielsen Holdings plc in Q4 2016 and held it in 2 quarters.
  • Perigon Wealth Management's Nielsen Holdings plc position peaked at $7K in Q1 2017.
  • 388 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q2 2017.

Based on Perigon Wealth Management's 13F filing for Q2 2017, filed 12 Sep 2017.