Clear Perspective Advisors’s Constellation Brands STZ Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-150	Closed	-$33K	–	396
2018 Q2	$33K	Hold	150	–	–	0.02%	280
2018 Q1	$34K	Buy	+150	New	+$33K	0.03%	265

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Clear Perspective Advisors's STZ Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 150 shares — an estimated $33K sold.

Clear Perspective Advisors first reported a position in STZ in Q1 2018 and held it in 2 quarters. The position peaked at $34K in Q1 2018. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

Clear Perspective Advisors reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 150 Constellation Brands shares in Q3 2018, an estimated $33K.
Clear Perspective Advisors first reported a position in Constellation Brands in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Constellation Brands position peaked at $34K in Q1 2018.
935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.