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Constellation Wealth Advisors’s Comcast CMCSA Stock Holding History

Constellation Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,542
Closed -$41K – 175
2014
Q3 		$41K Hold
1,542
– – ﹤0.01% 198
2014
Q2 		$41K Buy
+1,542
New +$39.6K ﹤0.01% 194

Other funds holding CMCSA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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 CMCSA Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Comcast (CMCSA) in Q4 2014, closing a stake of 1,542 shares — an estimated $41K sold.

Constellation Wealth Advisors first reported a position in CMCSA in Q2 2014 and held it in 2 quarters. The position peaked at $41K in Q3 2014. 1,192 funds tracked by Wall St. Rank hold CMCSA as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Comcast position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 1,542 Comcast shares in Q4 2014, an estimated $41K.
  • Constellation Wealth Advisors first reported a position in Comcast in Q2 2014 and held it in 2 quarters.
  • Constellation Wealth Advisors's Comcast position peaked at $41K in Q3 2014.
  • 1,192 funds tracked by Wall St. Rank held Comcast as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.