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Gary Goldberg Planning Services’s Constellation Brands STZ Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$28K Hold
285
– – 0.01% 276
2014
Q3 		$25K Buy
+285
New +$24.8K 0.01% 299

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

Gary Goldberg Planning Services's STZ Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Constellation Brands (STZ) position steady in Q4 2014 at 285 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #276.

Gary Goldberg Planning Services first reported a position in STZ in Q3 2014 and has held it in 2 quarters since. 531 funds tracked by Wall St. Rank hold STZ as of Q4 2014.

  • Gary Goldberg Planning Services held 285 shares of Constellation Brands worth $28K as of Q4 2014.
  • Gary Goldberg Planning Services left its Constellation Brands share count unchanged in Q4 2014.
  • Constellation Brands made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #276 holding.
  • Gary Goldberg Planning Services first reported a position in Constellation Brands in Q3 2014 and has held it in 2 quarters since.
  • 531 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.