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Constellation Wealth Advisors’s Crane NXT CXT Stock Holding History

Constellation Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-7,773
Closed -$201K – 203
2014
Q2 		$201K Sell
7,773
-2,879
-27% -$72.7K 0.02% 191
2014
Q1 		$263K Sell
10,652
-1,152
-10% -$27.2K 0.03% 176
2013
Q4 		$276K Sell
11,804
-2,015
-15% -$44.2K 0.03% 179
2013
Q3 		$296K Buy
13,819
+1,439
+12% +$30.6K 0.03% 171
2013
Q2 		$258K Buy
+12,380
New +$245K 0.03% 172

Other funds holding CXT

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
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
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of Crane NXT (CXT) in Q3 2014, closing a stake of 7,773 shares — an estimated $201K sold.

Constellation Wealth Advisors first reported a position in CXT in Q2 2013 and held it in 5 quarters. The position peaked at $296K in Q3 2013. 254 funds tracked by Wall St. Rank hold CXT as of Q3 2014.

  • Constellation Wealth Advisors reported no remaining Crane NXT position as of Q3 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 7,773 Crane NXT shares in Q3 2014, an estimated $201K.
  • Constellation Wealth Advisors first reported a position in Crane NXT in Q2 2013 and held it in 5 quarters.
  • Constellation Wealth Advisors's Crane NXT position peaked at $296K in Q3 2013.
  • 254 funds tracked by Wall St. Rank held Crane NXT as of Q3 2014.

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