CWA
NWS

Constellation Wealth Advisors’s THE NEWS CORPORATION LTD CL-B NWS Stock Holding History

Constellation Wealth Advisors’s Portfolio NWS Stock Details NWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-33,400
Closed -$1.1M – 206
2013
Q2 		$1.1M Buy
+33,400
New +$1.07M 0.13% 118

Other funds holding NWS

MTB
Mizuho Trust & Banking Tokyo, Japan $25.2M AUM 15.76% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of THE NEWS CORPORATION LTD CL-B (NWS) in Q3 2013, closing a stake of 33,400 shares — an estimated $1.1M sold.

Constellation Wealth Advisors first reported a position in NWS in Q2 2013 and held it in 1 quarter. The position peaked at $1.1M in Q2 2013. 2 funds tracked by Wall St. Rank hold NWS as of Q3 2013.

  • Constellation Wealth Advisors reported no remaining THE NEWS CORPORATION LTD CL-B position as of Q3 2013 after selling out during the quarter.
  • Constellation Wealth Advisors sold 33,400 THE NEWS CORPORATION LTD CL-B shares in Q3 2013, an estimated $1.1M.
  • Constellation Wealth Advisors first reported a position in THE NEWS CORPORATION LTD CL-B in Q2 2013 and held it in 1 quarter.
  • Constellation Wealth Advisors's THE NEWS CORPORATION LTD CL-B position peaked at $1.1M in Q2 2013.
  • 2 funds tracked by Wall St. Rank held THE NEWS CORPORATION LTD CL-B as of Q3 2013.

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