Horan Securities’s Constellation Brands STZ Stock Holding History

Horan Securities’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 Q4	–	Sell	-51	Closed	-$9K	–	130
2016 Q3	$9K	Buy	+51	New	+$8.41K	0.01%	85

Other funds holding STZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $5.83B AUM 42.34% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Horan Securities's STZ Position: Q4 2016 in Review

Horan Securities sold out of Constellation Brands (STZ) in Q4 2016, closing a stake of 51 shares — an estimated $9K sold.

Horan Securities first reported a position in STZ in Q3 2016 and held it in 1 quarter. The position peaked at $9K in Q3 2016. 732 funds tracked by Wall St. Rank hold STZ as of Q4 2016.

Horan Securities reported no remaining Constellation Brands position as of Q4 2016 after selling out during the quarter.
Horan Securities sold 51 Constellation Brands shares in Q4 2016, an estimated $9K.
Horan Securities first reported a position in Constellation Brands in Q3 2016 and held it in 1 quarter.
Horan Securities's Constellation Brands position peaked at $9K in Q3 2016.
732 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2016.

Based on Horan Securities's 13F filing for Q4 2016, filed 7 Feb 2017.