CWA
YHOO

Constellation Wealth Advisors’s Yahoo Inc YHOO Stock Holding History

Constellation Wealth Advisors’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-7,000
Closed -$285K – 207
2014
Q3 		$285K Buy
+7,000
New +$263K 0.03% 171
2014
Q2 		– Sell
-14,200
Closed -$510K – 222
2014
Q1 		$510K Sell
14,200
-69,235
-83% -$2.64M 0.05% 143
2013
Q4 		$3.37M Sell
83,435
-37,625
-31% -$1.35M 0.32% 77
2013
Q3 		$4.02M Buy
121,060
+7,100
+6% +$201K 0.46% 56
2013
Q2 		$2.86M Buy
+113,960
New +$2.89M 0.34% 67

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Constellation Wealth Advisors's YHOO Position: Q4 2014 in Review

Constellation Wealth Advisors sold out of Yahoo Inc (YHOO) in Q4 2014, closing a stake of 7,000 shares — an estimated $285K sold.

Constellation Wealth Advisors first reported a position in YHOO in Q2 2013 and held it in 5 quarters. The position peaked at $4.02M in Q3 2013. 735 funds tracked by Wall St. Rank hold YHOO as of Q4 2014.

  • Constellation Wealth Advisors reported no remaining Yahoo Inc position as of Q4 2014 after selling out during the quarter.
  • Constellation Wealth Advisors sold 7,000 Yahoo Inc shares in Q4 2014, an estimated $285K.
  • Constellation Wealth Advisors first reported a position in Yahoo Inc in Q2 2013 and held it in 5 quarters.
  • Constellation Wealth Advisors's Yahoo Inc position peaked at $4.02M in Q3 2013.
  • 735 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2014.

Based on Constellation Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.