Constellation Wealth Advisors’s Ralph Lauren RL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$249K	Hold	2,110	–	–	0.03%	77
2015 Q2	$279K	Hold	2,110	–	–	0.02%	166
2015 Q1	$277K	Hold	2,110	–	–	0.02%	166
2014 Q4	$391K	Hold	2,110	–	–	0.03%	149
2014 Q3	$348K	Hold	2,110	–	–	0.03%	163
2014 Q2	$339K	Buy	+2,110	New	+$325K	0.04%	148

Other funds holding RL

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

BIT

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

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

Constellation Wealth Advisors held its Ralph Lauren (RL) position steady in Q3 2015 at 2,110 shares worth $249K. The position accounts for 0.03% of the portfolio, ranked #77.

Constellation Wealth Advisors first reported a position in RL in Q2 2014 and has held it in 6 quarters since. The position peaked at $391K in Q4 2014. 373 funds tracked by Wall St. Rank hold RL as of Q3 2015.

Constellation Wealth Advisors held 2,110 shares of Ralph Lauren worth $249K as of Q3 2015.
Constellation Wealth Advisors left its Ralph Lauren share count unchanged in Q3 2015.
Ralph Lauren made up 0.03% of Constellation Wealth Advisors's portfolio in Q3 2015, its #77 holding.
Constellation Wealth Advisors first reported a position in Ralph Lauren in Q2 2014 and has held it in 6 quarters since.
Constellation Wealth Advisors's Ralph Lauren position peaked at $391K in Q4 2014.
373 funds tracked by Wall St. Rank held Ralph Lauren as of Q3 2015.

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