CWA
ACM icon

Constellation Wealth Advisors’s Aecom ACM Stock Holding History

Constellation Wealth Advisors’s Portfolio ACM Stock Details ACM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-124,224
Closed -$4.11M – 83
2015
Q2 		$4.11M Sell
124,224
-6,458
-5% -$213K 0.35% 61
2015
Q1 		$4.03M Buy
130,682
+51,258
+65% +$1.46M 0.35% 64
2014
Q4 		$2.41M Sell
79,424
-86,321
-52% -$2.69M 0.2% 76
2014
Q3 		$5.59M Buy
+165,745
New +$5.89M 0.52% 42

Other funds holding ACM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Constellation Wealth Advisors's ACM Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of Aecom (ACM) in Q3 2015, closing a stake of 124,224 shares — an estimated $4.11M sold.

Constellation Wealth Advisors first reported a position in ACM in Q3 2014 and held it in 4 quarters. The position peaked at $5.59M in Q3 2014. 235 funds tracked by Wall St. Rank hold ACM as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining Aecom position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 124,224 Aecom shares in Q3 2015, an estimated $4.11M.
  • Constellation Wealth Advisors first reported a position in Aecom in Q3 2014 and held it in 4 quarters.
  • Constellation Wealth Advisors's Aecom position peaked at $5.59M in Q3 2014.
  • 235 funds tracked by Wall St. Rank held Aecom as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.