• 13F History

Constellation Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q3 2015 - Nov 9, 2015
Value $
$903M
Signature - Title
Robert Gorczakowski - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by Constellation Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Constellation Wealth Advisors, LLC reported 82 stock holdings with total value $903M as of Q3 2015. Top holdings included SPY, DXJ, VGK, RSPXXXX, and EFA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2015 82 $903M +$44.8M -$6.77M +$38M SPY, DXJ, VGK, RSPXXXX, EFA 13F-HR 11/9/2015, 03:44 PM
Q2 2015 175 $1.18B +$92.7M -$20.5M +$72.2M SPY, DXJ, VGK, RSPXXXX, IWF 13F-HR 8/5/2015, 05:23 PM
Q1 2015 176 $1.14B +$218M -$263M -$45.1M SPY, DXJ, VGK, RSPXXXX, IWF 13F-HR 5/11/2015, 09:07 PM
Q4 2014 172 $1.2B +$365M -$219M +$145M IVV, SPY, EFA, DXJ, RSPXXXX 13F-HR 2/10/2015, 08:40 PM
Q3 2014 200 $1.08B +$236M -$27M +$209M SPY, VEA, DXJ, RSPXXXX, IWF 13F-HR 11/10/2014, 04:09 PM
Q2 2014 196 $891M +$59.8M -$175M -$115M SPY, DXJ, RSPXXXX, IWF, JNJ 13F-HR 7/9/2014, 09:42 AM
Q1 2014 184 $1.02B +$77.4M -$55.1M +$22.2M SPY, DXJ, RSPXXXX, IWF, JNJ Restatement 5/12/2014, 04:53 PM
Q4 2013 195 $1.04B SPY, DXJ, IWF, RSPXXXX, JNJ 13F-HR 2/5/2014, 04:39 PM