PWAG
NLSN

Polaris Wealth Advisory Group’s Nielsen Holdings plc NLSN Stock Holding History

Polaris Wealth Advisory Group’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
2014
Q3 		– Sell
-49,165
Closed -$2.38M – 85
2014
Q2 		$2.38M Buy
49,165
+3,020
+7% +$141K 0.53% 35
2014
Q1 		$2.06M Buy
46,145
+7,110
+18% +$318K 0.48% 42
2013
Q4 		$1.79M Buy
+39,035
New +$1.59M 0.44% 35

Other funds holding NLSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Waddell & Reed Financial
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kohlberg Kravis Roberts & Co
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
THLTP
Thomas H. Lee (THL) Partners Boston, Massachusetts $205M AUM 1.84% 1-Year Est. Return
Carlyle Group
Carlyle Group Washington, District of Columbia $10B AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $29.1B AUM 43.86% 1-Year Est. Return

Polaris Wealth Advisory Group's NLSN Position: Q3 2014 in Review

Polaris Wealth Advisory Group sold out of Nielsen Holdings plc (NLSN) in Q3 2014, closing a stake of 49,165 shares — an estimated $2.38M sold.

Polaris Wealth Advisory Group first reported a position in NLSN in Q4 2013 and held it in 3 quarters. The position peaked at $2.38M in Q2 2014. 323 funds tracked by Wall St. Rank hold NLSN as of Q3 2014.

  • Polaris Wealth Advisory Group reported no remaining Nielsen Holdings plc position as of Q3 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 49,165 Nielsen Holdings plc shares in Q3 2014, an estimated $2.38M.
  • Polaris Wealth Advisory Group first reported a position in Nielsen Holdings plc in Q4 2013 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Nielsen Holdings plc position peaked at $2.38M in Q2 2014.
  • 323 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q3 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2014, filed 30 Oct 2014.