WAM
NLSN

Wealthspire Advisors (Maryland)’s Nielsen Holdings plc NLSN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,117
Closed -$26K – 2483
2019
Q1 		$26K Sell
1,117
-42
-4% -$1.09K ﹤0.01% 1178
2018
Q4 		$27K Buy
1,159
+328
+39% +$8.5K ﹤0.01% 1102
2018
Q3 		$23K Sell
831
-566
-41% -$15.2K ﹤0.01% 1265
2018
Q2 		$43K Sell
1,397
-1,659
-54% -$51.9K ﹤0.01% 1043
2018
Q1 		$97K Sell
3,056
-815
-21% -$28.2K 0.01% 730
2017
Q4 		$141K Sell
3,871
-2,269
-37% -$86.2K 0.01% 595
2017
Q3 		$255K Sell
6,140
-451
-7% -$18K 0.03% 403
2017
Q2 		$255K Buy
6,591
+1,234
+23% +$49K 0.03% 382
2017
Q1 		$221K Buy
5,357
+1,802
+51% +$77.1K 0.03% 362
2016
Q4 		$149K Sell
3,555
-229
-6% -$10.5K 0.02% 463
2016
Q3 		$203K Sell
3,784
-124
-3% -$6.59K 0.03% 377
2016
Q2 		$203K Buy
3,908
+36
+0.9% +$1.9K 0.03% 361
2016
Q1 		$204K Buy
3,872
+3,473
+870% +$168K 0.04% 353
2015
Q4 		$19K Buy
+399
New +$18.7K ﹤0.01% 997

Other funds holding NLSN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BCIM
Black Creek Investment Management Toronto, Ontario, Canada $1.86B AUM 15.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s NLSN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Nielsen Holdings plc (NLSN) in Q2 2019, closing a stake of 1,117 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in NLSN in Q4 2015 and held it in 14 quarters. The position peaked at $255K in Q3 2017. 386 funds tracked by Wall St. Rank hold NLSN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nielsen Holdings plc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,117 Nielsen Holdings plc shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Nielsen Holdings plc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Nielsen Holdings plc position peaked at $255K in Q3 2017.
  • 386 funds tracked by Wall St. Rank held Nielsen Holdings plc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.