Constellation Wealth Advisors’s Ares Capital ARCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$145K	Buy	+10,000	New	+$157K	0.02%	82

Other funds holding ARCC

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Constellation Wealth Advisors opened a new position in Ares Capital (ARCC) in Q3 2015: 10,000 shares worth $145K. The stake represents 0.02% of the portfolio and ranks #82 among its holdings.

348 funds tracked by Wall St. Rank hold ARCC as of Q3 2015.

Constellation Wealth Advisors held 10,000 shares of Ares Capital worth $145K as of Q3 2015.
Ares Capital was a new Constellation Wealth Advisors position in Q3 2015.
Ares Capital made up 0.02% of Constellation Wealth Advisors's portfolio in Q3 2015, its #82 holding.
348 funds tracked by Wall St. Rank held Ares Capital as of Q3 2015.

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