Camarda Financial Advisors’s Constellation Brands STZ Stock Holding History

Camarda Financial 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
2019 Q3	–	Sell	-3	Closed	-$1K	–	404
2019 Q2	$1K	Hold	3	–	–	﹤0.01%	462
2019 Q1	$1K	Buy	+3	New	+$505	﹤0.01%	501
2018 Q4	–	Sell	-12	Closed	-$3K	–	228
2018 Q3	$3K	Hold	12	–	–	﹤0.01%	206
2018 Q2	$3K	Buy	+12	New	+$2.71K	﹤0.01%	179
2016 Q3	–	Sell	-542	Closed	-$90K	–	249
2016 Q2	$90K	Sell	542 -2,212	-80%	-$346K	0.06%	113
2016 Q1	$416K	Buy	2,754 +423	+18%	+$61.1K	0.26%	77
2015 Q4	$332K	Buy	2,331 +1,110	+91%	+$153K	0.2%	75
2015 Q3	$153K	Buy	+1,221	New	+$151K	0.1%	81
2015 Q2	–	Sell	-1,000	Closed	-$116K	–	268
2015 Q1	$116K	Hold	1,000	–	–	0.06%	95
2014 Q4	$98K	Hold	1,000	–	–	0.06%	101
2014 Q3	$87K	Sell	1,000 -863	-46%	-$75K	0.06%	100
2014 Q2	$164K	Buy	1,863 +863	+86%	+$71.2K	0.11%	87
2014 Q1	$85K	Buy	+1,000	New	+$79.5K	0.07%	101

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

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

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

Camarda Financial Advisors's STZ Position: Q3 2019 in Review

Camarda Financial Advisors sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 3 shares — an estimated $1K sold.

Camarda Financial Advisors first reported a position in STZ in Q1 2014 and held it in 13 quarters. The position peaked at $416K in Q1 2016. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

Camarda Financial Advisors reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
Camarda Financial Advisors sold 3 Constellation Brands shares in Q3 2019, an estimated $1K.
Camarda Financial Advisors first reported a position in Constellation Brands in Q1 2014 and held it in 13 quarters.
Camarda Financial Advisors's Constellation Brands position peaked at $416K in Q1 2016.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Camarda Financial Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.