Constellation Wealth Advisors’s Verisk Analytics VRSK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	$331K	Hold	4,475	–	–	0.04%	71
2015 Q2	$326K	Hold	4,475	–	–	0.03%	154
2015 Q1	$320K	Hold	4,475	–	–	0.03%	161
2014 Q4	$287K	Hold	4,475	–	–	0.02%	160
2014 Q3	$272K	Hold	4,475	–	–	0.03%	176
2014 Q2	$269K	Buy	+4,475	New	+$268K	0.03%	157

Other funds holding VRSK

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wedgewood Partners St Louis, Missouri $484M AUM 14.59% 1-Year Est. Return

BIT

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

Constellation Wealth Advisors held its Verisk Analytics (VRSK) position steady in Q3 2015 at 4,475 shares worth $331K. The position accounts for 0.04% of the portfolio, ranked #71.

Constellation Wealth Advisors first reported a position in VRSK in Q2 2014 and has held it in 6 quarters since. 429 funds tracked by Wall St. Rank hold VRSK as of Q3 2015.

Constellation Wealth Advisors held 4,475 shares of Verisk Analytics worth $331K as of Q3 2015.
Constellation Wealth Advisors left its Verisk Analytics share count unchanged in Q3 2015.
Verisk Analytics made up 0.04% of Constellation Wealth Advisors's portfolio in Q3 2015, its #71 holding.
Constellation Wealth Advisors first reported a position in Verisk Analytics in Q2 2014 and has held it in 6 quarters since.
429 funds tracked by Wall St. Rank held Verisk Analytics as of Q3 2015.

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