IBEX Wealth Advisors’s Constellation Brands STZ Stock Holding History

IBEX Wealth Advisors’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
2017 Q1	–	Sell	-67	Closed	-$10K	–	343
2016 Q4	$10K	Buy	+67	New	+$10.6K	﹤0.01%	289

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

IBEX Wealth Advisors's STZ Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Constellation Brands (STZ) in Q1 2017, closing a stake of 67 shares — an estimated $10K sold.

IBEX Wealth Advisors first reported a position in STZ in Q4 2016 and held it in 1 quarter. The position peaked at $10K in Q4 2016. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

IBEX Wealth Advisors reported no remaining Constellation Brands position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 67 Constellation Brands shares in Q1 2017, an estimated $10K.
IBEX Wealth Advisors first reported a position in Constellation Brands in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's Constellation Brands position peaked at $10K in Q4 2016.
724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.