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Detwiler Fenton Investment Management’s Constellation Brands STZ Stock Holding History

Detwiler Fenton Investment 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
2015
Q4 		$253K Buy
+1,775
New +$244K 1.31% 39
2014
Q3 		– Sell
-4,275
Closed -$377K – 93
2014
Q2 		$377K Buy
+4,275
New +$353K 0.3% 71

Other funds holding STZ

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.37T AUM 44.26% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Detwiler Fenton Investment Management's STZ Position: Q4 2015 in Review

Detwiler Fenton Investment Management opened a new position in Constellation Brands (STZ) in Q4 2015: 1,775 shares worth $253K. The stake represents 1.31% of the portfolio and ranks #39 among its holdings. This is a return to the name: Detwiler Fenton Investment Management previously reported a position in STZ as recently as Q2 2014.

Detwiler Fenton Investment Management first reported a position in STZ in Q2 2014 and has held it in 2 quarters since. The position peaked at $377K in Q2 2014. 667 funds tracked by Wall St. Rank hold STZ as of Q4 2015.

  • Detwiler Fenton Investment Management held 1,775 shares of Constellation Brands worth $253K as of Q4 2015.
  • Constellation Brands was a new Detwiler Fenton Investment Management position in Q4 2015.
  • Constellation Brands made up 1.31% of Detwiler Fenton Investment Management's portfolio in Q4 2015, its #39 holding.
  • Detwiler Fenton Investment Management first reported a position in Constellation Brands in Q2 2014 and has held it in 2 quarters since.
  • Detwiler Fenton Investment Management's Constellation Brands position peaked at $377K in Q2 2014.
  • 667 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2015.

Based on Detwiler Fenton Investment Management's 13F filing for Q4 2015, filed 6 Jan 2016.