Elite Wealth Management’s Constellation Brands STZ Stock Holding History

Elite 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 Q2	–	Sell	-900	Closed	-$205K	–	64
2018 Q1	$205K	Hold	900	–	–	0.17%	53
2017 Q4	$206K	Buy	+900	New	+$195K	0.17%	57
2016 Q3	$150K	Buy	+900	New	+$148K	0.24%	44
2014 Q4	–	Sell	-1,000	Closed	-$87K	–	395
2014 Q3	$87K	Hold	1,000	–	–	0.08%	95
2014 Q2	$88K	Hold	1,000	–	–	0.09%	84
2014 Q1	$85K	Hold	1,000	–	–	0.07%	90
2013 Q4	$70K	Buy	+1,000	New	+$66.8K	0.05%	132

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elite Wealth Management's STZ Position: Q2 2018 in Review

Elite Wealth Management sold out of Constellation Brands (STZ) in Q2 2018, closing a stake of 900 shares — an estimated $205K sold.

Elite Wealth Management first reported a position in STZ in Q4 2013 and held it in 7 quarters. The position peaked at $206K in Q4 2017. 964 funds tracked by Wall St. Rank hold STZ as of Q2 2018.

Elite Wealth Management reported no remaining Constellation Brands position as of Q2 2018 after selling out during the quarter.
Elite Wealth Management sold 900 Constellation Brands shares in Q2 2018, an estimated $205K.
Elite Wealth Management first reported a position in Constellation Brands in Q4 2013 and held it in 7 quarters.
Elite Wealth Management's Constellation Brands position peaked at $206K in Q4 2017.
964 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2018.

Based on Elite Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.