Creative Planning
STZ.B

Creative Planning’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Creative Planning’s Portfolio STZ.B Stock Details STZ.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-200
Closed -$39K – 3992
2017
Q2 		$39K Hold
200
– – ﹤0.01% 2724
2017
Q1 		$33K Hold
200
– – ﹤0.01% 2777
2016
Q4 		$31K Hold
200
– – ﹤0.01% 2773
2016
Q3 		$33K Hold
200
– – ﹤0.01% 2680
2016
Q2 		$33K Buy
+200
New +$31.4K ﹤0.01% 2428

Other funds holding STZ.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Creative Planning's STZ.B Position: Q3 2017 in Review

Creative Planning sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q3 2017, closing a stake of 200 shares — an estimated $39K sold.

Creative Planning first reported a position in STZ.B in Q2 2016 and held it in 5 quarters. The position peaked at $39K in Q2 2017. 14 funds tracked by Wall St. Rank hold STZ.B as of Q3 2017.

  • Creative Planning reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q3 2017 after selling out during the quarter.
  • Creative Planning sold 200 CONSTELLATION BRANDS, INC. CLASS B shares in Q3 2017, an estimated $39K.
  • Creative Planning first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q2 2016 and held it in 5 quarters.
  • Creative Planning's CONSTELLATION BRANDS, INC. CLASS B position peaked at $39K in Q2 2017.
  • 14 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.