CWA
BEAM

Constellation Wealth Advisors’s BEAM INC COM STK (DE) BEAM Stock Holding History

Constellation Wealth Advisors’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,500
Closed -$292K – 224
2014
Q1 		$292K Hold
3,500
– – 0.03% 172
2013
Q4 		$238K Buy
3,500
+200
+6% +$13.5K 0.02% 183
2013
Q3 		$213K Buy
+3,300
New +$212K 0.02% 183

Constellation Wealth Advisors's BEAM Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of BEAM INC COM STK (DE) (BEAM) in Q2 2014, closing a stake of 3,500 shares — an estimated $292K sold.

Constellation Wealth Advisors first reported a position in BEAM in Q3 2013 and held it in 3 quarters. The position peaked at $292K in Q1 2014. 0 funds tracked by Wall St. Rank hold BEAM as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining BEAM INC COM STK (DE) position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 3,500 BEAM INC COM STK (DE) shares in Q2 2014, an estimated $292K.
  • Constellation Wealth Advisors first reported a position in BEAM INC COM STK (DE) in Q3 2013 and held it in 3 quarters.
  • Constellation Wealth Advisors's BEAM INC COM STK (DE) position peaked at $292K in Q1 2014.
  • 0 funds tracked by Wall St. Rank held BEAM INC COM STK (DE) as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.