Asset Planning Services (Pennsylvania)’s Constellation Brands STZ Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-35	Closed	-$7K	–	227
2019 Q3	$7K	Hold	35	–	–	﹤0.01%	224
2019 Q2	$7K	Hold	35	–	–	﹤0.01%	216
2019 Q1	$6K	Hold	35	–	–	﹤0.01%	225
2018 Q4	$6K	Hold	35	–	–	﹤0.01%	223
2018 Q3	$7K	Hold	35	–	–	﹤0.01%	222
2018 Q2	$8K	Sell	35 -15	-30%	-$3.39K	﹤0.01%	211
2018 Q1	$11K	Hold	50	–	–	0.01%	199
2017 Q4	$11K	Hold	50	–	–	0.01%	207
2017 Q3	$10K	Hold	50	–	–	0.01%	233
2017 Q2	$10K	Hold	50	–	–	0.01%	230
2017 Q1	$8K	Hold	50	–	–	0.01%	233
2016 Q4	$8K	Sell	50 -91	-65%	-$14.5K	0.01%	214
2016 Q3	$23K	Hold	141	–	–	0.02%	157
2016 Q2	$23K	Hold	141	–	–	0.02%	165
2016 Q1	$21K	Hold	141	–	–	0.02%	163
2015 Q4	$20K	Hold	141	–	–	0.02%	135
2015 Q3	$18K	Hold	141	–	–	0.02%	130
2015 Q2	$16K	Buy	+141	New	+$16.6K	0.02%	155

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

KCM

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s STZ Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Constellation Brands (STZ) in Q4 2019, closing a stake of 35 shares — an estimated $7K sold.

Asset Planning Services (Pennsylvania) first reported a position in STZ in Q2 2015 and held it in 18 quarters. The position peaked at $23K in Q3 2016. 1,053 funds tracked by Wall St. Rank hold STZ as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Constellation Brands position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 35 Constellation Brands shares in Q4 2019, an estimated $7K.
Asset Planning Services (Pennsylvania) first reported a position in Constellation Brands in Q2 2015 and held it in 18 quarters.
Asset Planning Services (Pennsylvania)'s Constellation Brands position peaked at $23K in Q3 2016.
1,053 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.