BFSG LLC’s Constellation Brands STZ Stock Holding History

BFSG LLC’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
2018 Q1	–	Sell	-1,363	Closed	-$312K	–	164
2017 Q4	$312K	Buy	+1,363	New	+$295K	0.13%	117

Other funds holding STZ

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BFSG LLC's STZ Position: Q1 2018 in Review

BFSG LLC sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 1,363 shares — an estimated $312K sold.

BFSG LLC first reported a position in STZ in Q4 2017 and held it in 1 quarter. The position peaked at $312K in Q4 2017. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

BFSG LLC reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
BFSG LLC sold 1,363 Constellation Brands shares in Q1 2018, an estimated $312K.
BFSG LLC first reported a position in Constellation Brands in Q4 2017 and held it in 1 quarter.
BFSG LLC's Constellation Brands position peaked at $312K in Q4 2017.
922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on BFSG LLC's 13F filing for Q1 2018, filed 8 May 2018.