Constellation Wealth Advisors’s IHS INC CL-A COM STK IHS Stock Holding History

Constellation Wealth Advisors’s Portfolio IHS Stock Details IHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-22,976	Closed	-$2.96M	–	168
2015 Q2	$2.96M	Sell	22,976 -684	-3%	-$85.4K	0.25%	74
2015 Q1	$2.69M	Buy	23,660 +3,030	+15%	+$350K	0.24%	78
2014 Q4	$2.35M	Hold	20,630	–	–	0.2%	77
2014 Q3	$2.58M	Buy	20,630 +239	+1%	+$32.4K	0.24%	71
2014 Q2	$2.77M	Sell	20,391 -729	-3%	-$90.9K	0.31%	72
2014 Q1	$2.57M	Buy	21,120 +144	+0.7%	+$17K	0.25%	91
2013 Q4	$2.51M	Buy	20,976 +584	+3%	+$66.2K	0.24%	98
2013 Q3	$2.33M	Buy	20,392 +1,401	+7%	+$154K	0.27%	94
2013 Q2	$1.98M	Buy	+18,991	New	+$1.95M	0.24%	93

Other funds holding IHS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

BRC

Blue Ridge Capital New York $215M AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Tesuji Partners Fort Lee, New Jersey $1.73B AUM 3.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Constellation Wealth Advisors's IHS Position: Q3 2015 in Review

Constellation Wealth Advisors sold out of IHS INC CL-A COM STK (IHS) in Q3 2015, closing a stake of 22,976 shares — an estimated $2.96M sold.

Constellation Wealth Advisors first reported a position in IHS in Q2 2013 and held it in 9 quarters. The position peaked at $2.96M in Q2 2015. 280 funds tracked by Wall St. Rank hold IHS as of Q3 2015.

Constellation Wealth Advisors reported no remaining IHS INC CL-A COM STK position as of Q3 2015 after selling out during the quarter.
Constellation Wealth Advisors sold 22,976 IHS INC CL-A COM STK shares in Q3 2015, an estimated $2.96M.
Constellation Wealth Advisors first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 9 quarters.
Constellation Wealth Advisors's IHS INC CL-A COM STK position peaked at $2.96M in Q2 2015.
280 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2015.

Based on Constellation Wealth Advisors's 13F filing for Q3 2015, filed 9 Nov 2015.