FC
STZ.B

Forte Capital’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Forte Capital’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
2018
Q1 		– Sell
-896
Closed -$203K – 163
2017
Q4 		$203K Buy
+896
New +$195K 0.06% 164

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

Forte Capital's STZ.B Position: Q1 2018 in Review

Forte Capital sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q1 2018, closing a stake of 896 shares — an estimated $203K sold.

Forte Capital first reported a position in STZ.B in Q4 2017 and held it in 1 quarter. The position peaked at $203K in Q4 2017. 16 funds tracked by Wall St. Rank hold STZ.B as of Q1 2018.

  • Forte Capital reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q1 2018 after selling out during the quarter.
  • Forte Capital sold 896 CONSTELLATION BRANDS, INC. CLASS B shares in Q1 2018, an estimated $203K.
  • Forte Capital first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q4 2017 and held it in 1 quarter.
  • Forte Capital's CONSTELLATION BRANDS, INC. CLASS B position peaked at $203K in Q4 2017.
  • 16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q1 2018.

Based on Forte Capital's 13F filing for Q1 2018, filed 17 Apr 2018.