Constellation Wealth Advisors’s American International AIG Stock Holding History

Constellation Wealth Advisors’s Portfolio AIG Stock Details AIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$13.8M	Sell	242,762 -797	-0.3%	-$48.7K	1.53%	12
2015 Q2	$15.1M	Sell	243,559 -82	-0%	-$4.84K	1.28%	10
2015 Q1	$13.3M	Sell	243,641 -1,153	-0.5%	-$61.8K	1.17%	13
2014 Q4	$13.7M	Buy	244,794 +4,348	+2%	+$233K	1.14%	14
2014 Q3	$13M	Buy	240,446 +2,991	+1%	+$163K	1.2%	12
2014 Q2	$13M	Buy	237,455 +11,472	+5%	+$607K	1.45%	11
2014 Q1	$11.3M	Buy	225,983 +9,185	+4%	+$457K	1.1%	18
2013 Q4	$11.1M	Buy	216,798 +6,076	+3%	+$303K	1.06%	13
2013 Q3	$10.2M	Buy	210,722 +9,456	+5%	+$449K	1.17%	13
2013 Q2	$9M	Buy	+201,266	New	+$8.63M	1.08%	16

Other funds holding AIG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Constellation Wealth Advisors reduced its American International (AIG) stake by 0.33% in Q3 2015, selling an estimated $48.7K and leaving 242,762 shares worth $13.8M. The position accounts for 1.53% of the portfolio, ranked #12.

Constellation Wealth Advisors first reported a position in AIG in Q2 2013 and has held it in 10 quarters since. The position peaked at $15.1M in Q2 2015. 975 funds tracked by Wall St. Rank hold AIG as of Q3 2015.

Constellation Wealth Advisors held 242,762 shares of American International worth $13.8M as of Q3 2015.
Constellation Wealth Advisors sold 797 American International shares in Q3 2015, an estimated $48.7K.
American International made up 1.53% of Constellation Wealth Advisors's portfolio in Q3 2015, its #12 holding.
Constellation Wealth Advisors first reported a position in American International in Q2 2013 and has held it in 10 quarters since.
Constellation Wealth Advisors's American International position peaked at $15.1M in Q2 2015.
975 funds tracked by Wall St. Rank held American International as of Q3 2015.

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