Boston Private Bank & Trust’s Constellation Brands STZ Stock Holding History

Boston Private Bank & Trust’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 Q1	$28K	Hold	237	–	–	﹤0.01%	674
2014 Q4	$23K	Hold	237	–	–	﹤0.01%	731
2014 Q3	$21K	Hold	237	–	–	﹤0.01%	761
2014 Q2	$21K	Hold	237	–	–	﹤0.01%	735
2014 Q1	$20K	Buy	237 +17	+8%	+$1.35K	﹤0.01%	754
2013 Q4	$15K	Hold	220	–	–	﹤0.01%	790
2013 Q3	$13K	Hold	220	–	–	﹤0.01%	780
2013 Q2	$11K	Buy	+220	New	+$11.1K	﹤0.01%	760

Other funds holding STZ

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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

PCM

Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Boston Private Bank & Trust's STZ Position: Q1 2015 in Review

Boston Private Bank & Trust held its Constellation Brands (STZ) position steady in Q1 2015 at 237 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #674.

Boston Private Bank & Trust first reported a position in STZ in Q2 2013 and has held it in 8 quarters since. 564 funds tracked by Wall St. Rank hold STZ as of Q1 2015.

Boston Private Bank & Trust held 237 shares of Constellation Brands worth $28K as of Q1 2015.
Boston Private Bank & Trust left its Constellation Brands share count unchanged in Q1 2015.
Constellation Brands made up ﹤0.01% of Boston Private Bank & Trust's portfolio in Q1 2015, its #674 holding.
Boston Private Bank & Trust first reported a position in Constellation Brands in Q2 2013 and has held it in 8 quarters since.
564 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.