Constellation Wealth Advisors, LLC: XLP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Constellation Wealth Advisors, LLC on XLP, newest first. How the timeline and the estimate are built.
Constellation Wealth Advisors, LLC held 0 XLP shares at 2014-12-31 per its 13F-HR filed 2015-02-11.
the latest 13F is the newest step
- period ended2014-12-3113F 0 sharesChange vs previous 13F -5,322 shares
13F-HR 0001085146-15-000368 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2014-09-3013F 5,322 sharesChange vs previous 13F -13,683 shares
0.02% of the 13F portfolio, value $240,000.
13F-HR 0001085146-14-002158 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-06-3013F 19,005 sharesChange vs previous 13F +19,005 shares
0.1% of the 13F portfolio, value $848,000.
13F-HR 0001085146-14-001306 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2014-03-3113F/A 0 sharesChange vs previous 13F -80,594 shares
13F-HR/A 0001085146-14-001054 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2013-12-3113F 80,594 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $3,464,000.
13F-HR 0001085146-14-000263 filed by Constellation Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).