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Constellation Wealth Advisors’s Amphenol APH Stock Holding History

Constellation Wealth Advisors’s Portfolio APH Stock Details APH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$464K Hold
36,400
– – 0.05% 63
2015
Q2 		$528K Hold
36,400
– – 0.04% 134
2015
Q1 		$536K Hold
36,400
– – 0.05% 142
2014
Q4 		$490K Hold
36,400
– – 0.04% 139
2014
Q3 		$454K Hold
36,400
– – 0.04% 144
2014
Q2 		$438K Buy
+36,400
New +$434K 0.05% 125

Other funds holding APH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

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

Constellation Wealth Advisors held its Amphenol (APH) position steady in Q3 2015 at 36,400 shares worth $464K. The position accounts for 0.05% of the portfolio, ranked #63.

Constellation Wealth Advisors first reported a position in APH in Q2 2014 and has held it in 6 quarters since. The position peaked at $536K in Q1 2015. 477 funds tracked by Wall St. Rank hold APH as of Q3 2015.

  • Constellation Wealth Advisors held 36,400 shares of Amphenol worth $464K as of Q3 2015.
  • Constellation Wealth Advisors left its Amphenol share count unchanged in Q3 2015.
  • Amphenol made up 0.05% of Constellation Wealth Advisors's portfolio in Q3 2015, its #63 holding.
  • Constellation Wealth Advisors first reported a position in Amphenol in Q2 2014 and has held it in 6 quarters since.
  • Constellation Wealth Advisors's Amphenol position peaked at $536K in Q1 2015.
  • 477 funds tracked by Wall St. Rank held Amphenol as of Q3 2015.

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