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Constellation Wealth Advisors’s Genworth Financial GNW Stock Holding History

Constellation Wealth Advisors’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-20,000
Closed -$228K – 196
2013
Q2 		$228K Buy
+20,000
New +$208K 0.03% 178

Other funds holding GNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CLM
ClearBridge LLC (Maryland) Baltimore, Maryland $329M AUM 9.73% 1-Year Est. Return

Constellation Wealth Advisors's GNW Position: Q3 2013 in Review

Constellation Wealth Advisors sold out of Genworth Financial (GNW) in Q3 2013, closing a stake of 20,000 shares — an estimated $228K sold.

Constellation Wealth Advisors first reported a position in GNW in Q2 2013 and held it in 1 quarter. The position peaked at $228K in Q2 2013. 361 funds tracked by Wall St. Rank hold GNW as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining Genworth Financial position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 20,000 Genworth Financial shares in Q3 2013, an estimated $228K.
  • Constellation Wealth Advisors first reported a position in Genworth Financial in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's Genworth Financial position peaked at $228K in Q2 2013.
  • 361 funds tracked by Wall St. Rank held Genworth Financial as of Q3 2013.

Based on Constellation Wealth Advisors's 13F filing for Q3 2013, filed 6 Nov 2013.