Constellation Wealth Advisors, LLC
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 891,090
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 7/9/2014 | 196 | 891,090 | 13F-HR | Constellation Wealth Advisors, LLC |
| Q1 2014 | 5/12/2014 | 185 | 1,024,147 | 13F-HR/A - RESTATEMENT | Constellation Wealth Advisors, LLC |
| Q1 2014 | 5/7/2014 | 125 | 800,199 | 13F-HR | Constellation Wealth Advisors, LLC |
| Q4 2013 | 2/6/2014 | 195 | 1,040,338 | 13F-HR | Constellation Wealth Advisors, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 614.4 K | 72.0% | 0 | 70.41 K | -70.41 K |
| ETFs | 238.9 K | 28.0% | 0 | 65.53 K | -65.53 K |
Swipe for more columns
Fund Snapshot
Q2 2014
Latest filed
7/9/2014
Total value ($000)
891,090
Holdings
196
QoQ value change ($000)
-133,057
(-13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.