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Constellation Wealth Advisors’s Southern Copper SCCO Stock Holding History

Constellation Wealth Advisors’s Portfolio SCCO Stock Details SCCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-13,983
Closed -$373K – 214
2014
Q1 		$373K Hold
13,983
– – 0.04% 160
2013
Q4 		$367K Sell
13,983
-349
-2% -$8.66K 0.04% 166
2013
Q3 		$358K Buy
14,332
+2,347
+20% +$60K 0.04% 160
2013
Q2 		$303K Buy
+11,985
New +$352K 0.04% 161

Other funds holding SCCO

BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Constellation Wealth Advisors's SCCO Position: Q2 2014 in Review

Constellation Wealth Advisors sold out of Southern Copper (SCCO) in Q2 2014, closing a stake of 13,983 shares — an estimated $373K sold.

Constellation Wealth Advisors first reported a position in SCCO in Q2 2013 and held it in 4 quarters. The position peaked at $373K in Q1 2014. 295 funds tracked by Wall St. Rank hold SCCO as of Q2 2014.

  • Constellation Wealth Advisors reported no remaining Southern Copper position as of Q2 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 13,983 Southern Copper shares in Q2 2014, an estimated $373K.
  • Constellation Wealth Advisors first reported a position in Southern Copper in Q2 2013 and held it in 4 quarters.
  • Constellation Wealth Advisors's Southern Copper position peaked at $373K in Q1 2014.
  • 295 funds tracked by Wall St. Rank held Southern Copper as of Q2 2014.

Based on Constellation Wealth Advisors's 13F filing for Q2 2014, filed 9 Jul 2014.