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Bray Capital Advisors’s Constellation Brands STZ Stock Holding History

Bray Capital 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
2015
Q4 		– Sell
-525
Closed -$66K – 285
2015
Q3 		$66K Hold
525
– – 0.04% 191
2015
Q2 		$61K Buy
+525
New +$62K 0.04% 209

Other funds holding STZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bray Capital Advisors's STZ Position: Q4 2015 in Review

Bray Capital Advisors sold out of Constellation Brands (STZ) in Q4 2015, closing a stake of 525 shares — an estimated $66K sold.

Bray Capital Advisors first reported a position in STZ in Q2 2015 and held it in 2 quarters. The position peaked at $66K in Q3 2015. 666 funds tracked by Wall St. Rank hold STZ as of Q4 2015.

  • Bray Capital Advisors reported no remaining Constellation Brands position as of Q4 2015 after selling out during the quarter.
  • Bray Capital Advisors sold 525 Constellation Brands shares in Q4 2015, an estimated $66K.
  • Bray Capital Advisors first reported a position in Constellation Brands in Q2 2015 and held it in 2 quarters.
  • Bray Capital Advisors's Constellation Brands position peaked at $66K in Q3 2015.
  • 666 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2015.

Based on Bray Capital Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.