Bruderman Asset Management’s Constellation Brands STZ Stock Holding History

Bruderman Asset Management’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 Q2	–	Sell	-700	Closed	-$123K	–	502
2019 Q1	$123K	Buy	+700	New	+$118K	0.03%	168
2015 Q4	–	Sell	-345	Closed	-$43K	–	429
2015 Q3	$43K	Buy	345 +60	+21%	+$7.4K	0.02%	221
2015 Q2	$33K	Hold	285	–	–	0.01%	262
2015 Q1	$33K	Buy	+285	New	+$32.1K	0.01%	258

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

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

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

Bruderman Asset Management's STZ Position: Q2 2019 in Review

Bruderman Asset Management sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 700 shares — an estimated $123K sold.

Bruderman Asset Management first reported a position in STZ in Q1 2015 and held it in 4 quarters. The position peaked at $123K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

Bruderman Asset Management reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 700 Constellation Brands shares in Q2 2019, an estimated $123K.
Bruderman Asset Management first reported a position in Constellation Brands in Q1 2015 and held it in 4 quarters.
Bruderman Asset Management's Constellation Brands position peaked at $123K in Q1 2019.
1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.