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Concert Wealth Management’s Constellation Brands STZ Stock Holding History

Concert Wealth 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
2017
Q2 		– Sell
-1,379
Closed -$212K – 405
2017
Q1 		$212K Buy
1,379
+10
+0.7% +$1.56K 0.05% 435
2016
Q4 		$210K Sell
1,369
-523
-28% -$83.1K 0.05% 442
2016
Q3 		$314K Buy
1,892
+72
+4% +$11.9K 0.04% 478
2016
Q2 		$300K Buy
+1,820
New +$285K 0.04% 461

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 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

Concert Wealth Management's STZ Position: Q2 2017 in Review

Concert Wealth Management sold out of Constellation Brands (STZ) in Q2 2017, closing a stake of 1,379 shares — an estimated $212K sold.

Concert Wealth Management first reported a position in STZ in Q2 2016 and held it in 4 quarters. The position peaked at $314K in Q3 2016. 771 funds tracked by Wall St. Rank hold STZ as of Q2 2017.

  • Concert Wealth Management reported no remaining Constellation Brands position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 1,379 Constellation Brands shares in Q2 2017, an estimated $212K.
  • Concert Wealth Management first reported a position in Constellation Brands in Q2 2016 and held it in 4 quarters.
  • Concert Wealth Management's Constellation Brands position peaked at $314K in Q3 2016.
  • 771 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.