CWA
RAD

Constellation Wealth Advisors’s Rite Aid Corporation RAD Stock Holding History

Constellation Wealth Advisors’s Portfolio RAD Stock Details RAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$97K – 199
2014
Q3 		$97K Buy
+1,000
New +$129K 0.01% 196

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BIT
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Boston Partners
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Millennium Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
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Constellation Wealth Advisors's RAD Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Rite Aid Corporation (RAD) in Q4 2014, closing a stake of 1,000 shares — an estimated $97K sold.

Constellation Wealth Advisors first reported a position in RAD in Q3 2014 and held it in 1 quarter. The position peaked at $97K in Q3 2014. 388 funds tracked by Wall St. Rank hold RAD as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Rite Aid Corporation position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 1,000 Rite Aid Corporation shares in Q4 2014, an estimated $97K.
  • Constellation Wealth Advisors first reported a position in Rite Aid Corporation in Q3 2014 and held it in 1 quarter.
  • Constellation Wealth Advisors's Rite Aid Corporation position peaked at $97K in Q3 2014.
  • 388 funds tracked by Wall St. Rank held Rite Aid Corporation as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.