SSWM
NLSN

Smith Salley Wealth Management’s Nielsen Holdings plc NLSN Stock Holding History

Smith Salley 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
2018
Q3 		– Sell
-80,325
Closed -$2.48M – 195
2018
Q2 		$2.48M Buy
80,325
+1,833
+2% +$57.4K 0.43% 70
2018
Q1 		$2.5M Buy
78,492
+5,362
+7% +$185K 0.45% 71
2017
Q4 		$2.66M Sell
73,130
-1,517
-2% -$57.6K 0.48% 72
2017
Q3 		$3.09M Buy
74,647
+30,836
+70% +$1.23M 0.59% 63
2017
Q2 		$1.69M Buy
+43,811
New +$1.74M 0.34% 86

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Smith Salley Wealth Management's NLSN Position: Q3 2018 in Review

Smith Salley Wealth Management sold out of Nielsen Holdings plc (NLSN) in Q3 2018, closing a stake of 80,325 shares — an estimated $2.48M sold.

Smith Salley Wealth Management first reported a position in NLSN in Q2 2017 and held it in 5 quarters. The position peaked at $3.09M in Q3 2017. 398 funds tracked by Wall St. Rank hold NLSN as of Q3 2018.

  • Smith Salley Wealth Management reported no remaining Nielsen Holdings plc position as of Q3 2018 after selling out during the quarter.
  • Smith Salley Wealth Management sold 80,325 Nielsen Holdings plc shares in Q3 2018, an estimated $2.48M.
  • Smith Salley Wealth Management first reported a position in Nielsen Holdings plc in Q2 2017 and held it in 5 quarters.
  • Smith Salley Wealth Management's Nielsen Holdings plc position peaked at $3.09M in Q3 2017.
  • 398 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q3 2018.

Based on Smith Salley Wealth Management's 13F filing for Q3 2018, filed 6 Nov 2018.