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Constellation Wealth Advisors’s Goldman Sachs GS Stock Holding History

Constellation Wealth Advisors’s Portfolio GS Stock Details GS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-18,795
Closed -$3.08M – 204
2014
Q1 		$3.08M Buy
18,795
+250
+1% +$42K 0.3% 80
2013
Q4 		$3.29M Hold
18,545
– – 0.32% 78
2013
Q3 		$2.93M Hold
18,545
– – 0.33% 72
2013
Q2 		$2.81M Buy
+18,545
New +$2.83M 0.34% 68

Other funds holding GS

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of Goldman Sachs (GS) in Q2 2014, closing a stake of 18,795 shares — an estimated $3.08M sold.

Constellation Wealth Advisors first reported a position in GS in Q2 2013 and held it in 4 quarters. The position peaked at $3.29M in Q4 2013. 934 funds tracked by Wall St. Rank hold GS as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining Goldman Sachs position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 18,795 Goldman Sachs shares in Q2 2014, an estimated $3.08M.
  • Constellation Wealth Advisors first reported a position in Goldman Sachs in Q2 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's Goldman Sachs position peaked at $3.29M in Q4 2013.
  • 934 funds tracked by Wall St. Rank held Goldman Sachs as of Q2 2014.

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