Genovese Burford & Brothers Wealth & Retirement Plan Management’s Constellation Brands STZ Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan 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	-300	Closed	-$66K	–	335
2018 Q2	$66K	Hold	300	–	–	0.02%	151
2018 Q1	$68K	Sell	300 -55	-15%	-$12.1K	0.02%	146
2017 Q4	$78K	Buy	+355	New	+$76.7K	0.2%	76

Other funds holding STZ

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Genovese Burford & Brothers Wealth & Retirement Plan Management's STZ Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 300 shares — an estimated $66K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in STZ in Q4 2017 and held it in 3 quarters. The position peaked at $78K in Q4 2017. 936 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
Genovese Burford & Brothers Wealth & Retirement Plan Management sold 300 Constellation Brands shares in Q3 2018, an estimated $66K.
Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Constellation Brands in Q4 2017 and held it in 3 quarters.
Genovese Burford & Brothers Wealth & Retirement Plan Management's Constellation Brands position peaked at $78K in Q4 2017.
936 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.