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Constellation Wealth Advisors’s Black Hills Corp BKH Stock Holding History

Constellation Wealth Advisors’s Portfolio BKH Stock Details BKH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-3,705
Closed -$227K – 202
2014
Q2 		$227K Buy
+3,705
New +$215K 0.03% 173

Other funds holding BKH

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JCI
Jet Capital Investors New York $51M AUM 48.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of Black Hills Corp (BKH) in Q3 2014, closing a stake of 3,705 shares — an estimated $227K sold.

Constellation Wealth Advisors first reported a position in BKH in Q2 2014 and held it in 1 quarter. The position peaked at $227K in Q2 2014. 212 funds tracked by Wall St. Rank hold BKH as of Q3 2014.

  • Constellation Wealth Advisors reported no remaining Black Hills Corp position as of Q3 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 3,705 Black Hills Corp shares in Q3 2014, an estimated $227K.
  • Constellation Wealth Advisors first reported a position in Black Hills Corp in Q2 2014 and held it in 1 quarter.
  • Constellation Wealth Advisors's Black Hills Corp position peaked at $227K in Q2 2014.
  • 212 funds tracked by Wall St. Rank held Black Hills Corp as of Q3 2014.

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