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Dakota Wealth Management’s Constellation Brands STZ Stock Holding History

Dakota 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
2018
Q3 		– Sell
-3,668
Closed -$803K – 298
2018
Q2 		$803K Buy
+3,668
New +$828K 0.22% 88

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dakota Wealth Management's STZ Position: Q3 2018 in Review

Dakota Wealth Management sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 3,668 shares — an estimated $803K sold.

Dakota Wealth Management first reported a position in STZ in Q2 2018 and held it in 1 quarter. The position peaked at $803K in Q2 2018. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

  • Dakota Wealth Management reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
  • Dakota Wealth Management sold 3,668 Constellation Brands shares in Q3 2018, an estimated $803K.
  • Dakota Wealth Management first reported a position in Constellation Brands in Q2 2018 and held it in 1 quarter.
  • Dakota Wealth Management's Constellation Brands position peaked at $803K in Q2 2018.
  • 935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Dakota Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.