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Constellation Wealth Advisors’s Accenture ACN Stock Holding History

Constellation Wealth Advisors’s Portfolio ACN Stock Details ACN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-4,977
Closed -$397K – 197
2014
Q1 		$397K Hold
4,977
– – 0.04% 156
2013
Q4 		$410K Sell
4,977
-149
-3% -$11.3K 0.04% 162
2013
Q3 		$378K Sell
5,126
-89
-2% -$6.59K 0.04% 158
2013
Q2 		$375K Buy
+5,215
New +$414K 0.05% 153

Other funds holding ACN

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Constellation Wealth Advisors's ACN Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of Accenture (ACN) in Q2 2014, closing a stake of 4,977 shares — an estimated $397K sold.

Constellation Wealth Advisors first reported a position in ACN in Q2 2013 and held it in 4 quarters. The position peaked at $410K in Q4 2013. 857 funds tracked by Wall St. Rank hold ACN as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining Accenture position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 4,977 Accenture shares in Q2 2014, an estimated $397K.
  • Constellation Wealth Advisors first reported a position in Accenture in Q2 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's Accenture position peaked at $410K in Q4 2013.
  • 857 funds tracked by Wall St. Rank held Accenture as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.