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Gupta Wealth Management’s Constellation Brands STZ Stock Holding History

Gupta 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
2016
Q1 		$7K Hold
47
– – ﹤0.01% 924
2015
Q4 		$7K Hold
47
– – ﹤0.01% 972
2015
Q3 		$6K Hold
47
– – ﹤0.01% 1026
2015
Q2 		$5K Hold
47
– – ﹤0.01% 1025
2015
Q1 		$5K Buy
+47
New +$5.29K ﹤0.01% 901

Other funds holding STZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $5.83B AUM 42.34% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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 $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Gupta Wealth Management's STZ Position: Q1 2016 in Review

Gupta Wealth Management held its Constellation Brands (STZ) position steady in Q1 2016 at 47 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Gupta Wealth Management first reported a position in STZ in Q1 2015 and has held it in 5 quarters since. 698 funds tracked by Wall St. Rank hold STZ as of Q1 2016.

  • Gupta Wealth Management held 47 shares of Constellation Brands worth $7K as of Q1 2016.
  • Gupta Wealth Management left its Constellation Brands share count unchanged in Q1 2016.
  • Constellation Brands made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #924 holding.
  • Gupta Wealth Management first reported a position in Constellation Brands in Q1 2015 and has held it in 5 quarters since.
  • 698 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.