Constellation Wealth Advisors’s W.R. Berkley WRB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell
2015 Q2	$3.5M	Sell
2015 Q1	$3.45M	Hold
2014 Q4	$3.5M	Sell
2014 Q3	$3.29M	Sell
2014 Q2	$3.54M	Hold
2014 Q1	$3.18M	Buy
2013 Q4	$3.27M	Hold
2013 Q3	$3.23M	Buy
2013 Q2	$3.05M	Buy