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Constellation Wealth Advisors’s Boeing BA Stock Holding History

Constellation Wealth Advisors’s Portfolio BA Stock Details BA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,989
Closed -$635K – 201
2014
Q2 		$635K Buy
4,989
+964
+24% +$126K 0.07% 116
2014
Q1 		$505K Buy
+4,025
New +$524K 0.05% 145

Other funds holding BA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ETC
Evercore Trust Company New York $34.6B AUM 25.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Constellation Wealth Advisors's BA Position: Q3 2014 in Review

Constellation Wealth Advisors sold out of Boeing (BA) in Q3 2014, closing a stake of 4,989 shares — an estimated $635K sold.

Constellation Wealth Advisors first reported a position in BA in Q1 2014 and held it in 2 quarters. The position peaked at $635K in Q2 2014. 1,167 funds tracked by Wall St. Rank hold BA as of Q3 2014.

  • Constellation Wealth Advisors reported no remaining Boeing position as of Q3 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 4,989 Boeing shares in Q3 2014, an estimated $635K.
  • Constellation Wealth Advisors first reported a position in Boeing in Q1 2014 and held it in 2 quarters.
  • Constellation Wealth Advisors's Boeing position peaked at $635K in Q2 2014.
  • 1,167 funds tracked by Wall St. Rank held Boeing as of Q3 2014.

Based on Constellation Wealth Advisors's 13F filing for Q3 2014, filed 10 Nov 2014.