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Constellation Wealth Advisors’s New York Times NYT Stock Holding History

Constellation Wealth Advisors’s Portfolio NYT Stock Details NYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-15,000
Closed -$228K – 209
2014
Q2 		$228K Hold
15,000
– – 0.03% 171
2014
Q1 		$257K Buy
+15,000
New +$232K 0.03% 178
2013
Q4 		– Sell
-32,500
Closed -$409K – 201
2013
Q3 		$409K Buy
32,500
+10,000
+44% +$118K 0.05% 152
2013
Q2 		$249K Buy
+22,500
New +$221K 0.03% 174

Other funds holding NYT

FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JCG
JHL Capital Group Chicago, Illinois $805M AUM 50.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.65B AUM 23.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KBG
Kahn Brothers Group New York $564M AUM 25.3% 1-Year Est. Return

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

Constellation Wealth Advisors sold out of New York Times (NYT) in Q3 2014, closing a stake of 15,000 shares — an estimated $228K sold.

Constellation Wealth Advisors first reported a position in NYT in Q2 2013 and held it in 4 quarters. The position peaked at $409K in Q3 2013. 163 funds tracked by Wall St. Rank hold NYT as of Q3 2014.

  • Constellation Wealth Advisors reported no remaining New York Times position as of Q3 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 15,000 New York Times shares in Q3 2014, an estimated $228K.
  • Constellation Wealth Advisors first reported a position in New York Times in Q2 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's New York Times position peaked at $409K in Q3 2013.
  • 163 funds tracked by Wall St. Rank held New York Times as of Q3 2014.

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