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Clifford Swan Investment Counsel’s Constellation Brands STZ Stock Holding History

Clifford Swan Investment Counsel’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
2017
Q3 		– Sell
-1,064
Closed -$206K – 323
2017
Q2 		$206K Buy
+1,064
New +$189K 0.01% 305

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Clifford Swan Investment Counsel's STZ Position: Q3 2017 in Review

Clifford Swan Investment Counsel sold out of Constellation Brands (STZ) in Q3 2017, closing a stake of 1,064 shares — an estimated $206K sold.

Clifford Swan Investment Counsel first reported a position in STZ in Q2 2017 and held it in 1 quarter. The position peaked at $206K in Q2 2017. 794 funds tracked by Wall St. Rank hold STZ as of Q3 2017.

  • Clifford Swan Investment Counsel reported no remaining Constellation Brands position as of Q3 2017 after selling out during the quarter.
  • Clifford Swan Investment Counsel sold 1,064 Constellation Brands shares in Q3 2017, an estimated $206K.
  • Clifford Swan Investment Counsel first reported a position in Constellation Brands in Q2 2017 and held it in 1 quarter.
  • Clifford Swan Investment Counsel's Constellation Brands position peaked at $206K in Q2 2017.
  • 794 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2017.

Based on Clifford Swan Investment Counsel's 13F filing for Q3 2017, filed 13 Nov 2017.