CWA
VPG icon

Constellation Wealth Advisors’s Vishay Precision Group VPG Stock Holding History

Constellation Wealth Advisors’s Portfolio VPG Stock Details VPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-12,000
Closed -$179K – 204
2013
Q4 		$179K Sell
12,000
-8,000
-40% -$123K 0.02% 191
2013
Q3 		$291K Hold
20,000
– – 0.03% 172
2013
Q2 		$303K Buy
+20,000
New +$290K 0.04% 162

Other funds holding VPG

VDBMI
Van Den Berg Management I Austin, Texas $436M AUM 40.66% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RCM
Rutabaga Capital Management Boston, Massachusetts $115M AUM 11.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
T
Tinicum New York $67.3M AUM 7.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Constellation Wealth Advisors's VPG Position: Q1 2014 in Review

Constellation Wealth Advisors sold out of Vishay Precision Group (VPG) in Q1 2014, closing a stake of 12,000 shares — an estimated $179K sold.

Constellation Wealth Advisors first reported a position in VPG in Q2 2013 and held it in 3 quarters. The position peaked at $303K in Q2 2013. 96 funds tracked by Wall St. Rank hold VPG as of Q1 2014.

  • Constellation Wealth Advisors reported no remaining Vishay Precision Group position as of Q1 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 12,000 Vishay Precision Group shares in Q1 2014, an estimated $179K.
  • Constellation Wealth Advisors first reported a position in Vishay Precision Group in Q2 2013 and held it in 3 quarters.
  • Constellation Wealth Advisors's Vishay Precision Group position peaked at $303K in Q2 2013.
  • 96 funds tracked by Wall St. Rank held Vishay Precision Group as of Q1 2014.

Based on Constellation Wealth Advisors's 13F filing for Q1 2014, filed 7 May 2014.