Aris Wealth Services’s Constellation Brands STZ Stock Holding History

Aris Wealth Services’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
2015 Q3	$9K	Sell	75 -7,403	-99%	-$913K	0.02%	229
2015 Q2	$868K	Sell	7,478 -333	-4%	-$39.3K	0.8%	35
2015 Q1	$908K	Sell	7,811 -1,051	-12%	-$118K	0.85%	31
2014 Q4	$870K	Sell	8,862 -125	-1%	-$11.4K	0.97%	26
2014 Q3	$783K	Buy	8,987 +270	+3%	+$23.5K	0.97%	23
2014 Q2	$768K	Sell	8,717 -562	-6%	-$46.4K	1%	21
2014 Q1	$788K	Sell	9,279 -1,268	-12%	-$101K	1.15%	16
2013 Q4	$742K	Sell	10,547 -842	-7%	-$56.3K	1.25%	15
2013 Q3	$654K	Sell	11,389 -210	-2%	-$11.4K	1.2%	17
2013 Q2	$605K	Buy	+11,599	New	+$585K	1.29%	13

Other funds holding STZ

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aris Wealth Services's STZ Position: Q3 2015 in Review

Aris Wealth Services reduced its Constellation Brands (STZ) stake by 99% in Q3 2015, selling an estimated $913K and leaving 75 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #229.

Aris Wealth Services first reported a position in STZ in Q2 2013 and has held it in 10 quarters since. The position peaked at $908K in Q1 2015. 608 funds tracked by Wall St. Rank hold STZ as of Q3 2015.

Aris Wealth Services held 75 shares of Constellation Brands worth $9K as of Q3 2015.
Aris Wealth Services sold 7,403 Constellation Brands shares in Q3 2015, an estimated $913K.
Constellation Brands made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #229 holding.
Aris Wealth Services first reported a position in Constellation Brands in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Constellation Brands position peaked at $908K in Q1 2015.
608 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.