1GA
STZ icon

1st Global Advisors’s Constellation Brands STZ Stock Holding History

1st Global Advisors’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,866
Closed -$899K – 537
2016
Q4 		$899K Sell
5,866
-1,843
-24% -$293K 0.11% 131
2016
Q3 		$1.28M Buy
+7,709
New +$1.27M 0.17% 80

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

1st Global Advisors's STZ Position: Q1 2017 in Review

1st Global Advisors sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 5,866 shares — an estimated $899K sold.

1st Global Advisors first reported a position in STZ in Q3 2016 and held it in 2 quarters. The position peaked at $1.28M in Q3 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

  • 1st Global Advisors reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
  • 1st Global Advisors sold 5,866 Constellation Brands shares in Q1 2017, an estimated $899K.
  • 1st Global Advisors first reported a position in Constellation Brands in Q3 2016 and held it in 2 quarters.
  • 1st Global Advisors's Constellation Brands position peaked at $1.28M in Q3 2016.
  • 724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on 1st Global Advisors's 13F filing for Q1 2017, filed 9 May 2017.