CWA
ARMH

Constellation Wealth Advisors’s ARM HOLDINGS PLC ADS ARMH Stock Holding History

Constellation Wealth Advisors’s Portfolio ARMH Stock Details ARMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-76,183
Closed -$3.75M – 179
2015
Q2 		$3.75M Buy
76,183
+4,060
+6% +$211K 0.32% 64
2015
Q1 		$3.56M Buy
72,123
+221
+0.3% +$11K 0.31% 66
2014
Q4 		$3.33M Buy
71,902
+17,998
+33% +$769K 0.28% 65
2014
Q3 		$2.35M Buy
+53,904
New +$2.45M 0.22% 74

Other funds holding ARMH

Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of ARM HOLDINGS PLC ADS (ARMH) in Q3 2015, closing a stake of 76,183 shares — an estimated $3.75M sold.

Constellation Wealth Advisors first reported a position in ARMH in Q3 2014 and held it in 4 quarters. The position peaked at $3.75M in Q2 2015. 248 funds tracked by Wall St. Rank hold ARMH as of Q3 2015.

  • Constellation Wealth Advisors reported no remaining ARM HOLDINGS PLC ADS position as of Q3 2015 after selling out during the quarter.
  • Constellation Wealth Advisors sold 76,183 ARM HOLDINGS PLC ADS shares in Q3 2015, an estimated $3.75M.
  • Constellation Wealth Advisors first reported a position in ARM HOLDINGS PLC ADS in Q3 2014 and held it in 4 quarters.
  • Constellation Wealth Advisors's ARM HOLDINGS PLC ADS position peaked at $3.75M in Q2 2015.
  • 248 funds tracked by Wall St. Rank held ARM HOLDINGS PLC ADS as of Q3 2015.

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