Independent Portfolio Consultants’s Constellation Brands STZ Stock Holding History

Independent Portfolio Consultants’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 Q2	$295K	Sell	1,521 -788	-34%	-$140K	0.12%	241
2017 Q1	$374K	Sell	2,309 -4,355	-65%	-$679K	0.13%	243
2016 Q4	$1.02M	Buy	6,664 +175	+3%	+$27.8K	0.34%	85
2016 Q3	$1.08M	Buy	6,489 +395	+6%	+$65.1K	0.34%	84
2016 Q2	$1.01M	Sell	6,094 -8,891	-59%	-$1.39M	0.32%	89
2016 Q1	$2.26M	Buy	14,985 +9,560	+176%	+$1.38M	0.63%	21
2015 Q4	$773K	Sell	5,425 -3,675	-40%	-$506K	0.23%	132
2015 Q3	$1.14M	Buy	9,100 +225	+3%	+$27.8K	0.25%	121
2015 Q2	$1.03M	Buy	8,875 +8,854	+42,162%	+$1.05M	0.21%	161
2015 Q1	$2K	Buy	+21	New	+$2.36K	﹤0.01%	885

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

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

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

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

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

ECU

Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return

Independent Portfolio Consultants's STZ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Constellation Brands (STZ) stake by 34% in Q2 2017, selling an estimated $140K and leaving 1,521 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #241.

Independent Portfolio Consultants first reported a position in STZ in Q1 2015 and has held it in 10 quarters since. The position peaked at $2.26M in Q1 2016. 771 funds tracked by Wall St. Rank hold STZ as of Q2 2017.

Independent Portfolio Consultants held 1,521 shares of Constellation Brands worth $295K as of Q2 2017.
Independent Portfolio Consultants sold 788 Constellation Brands shares in Q2 2017, an estimated $140K.
Constellation Brands made up 0.12% of Independent Portfolio Consultants's portfolio in Q2 2017, its #241 holding.
Independent Portfolio Consultants first reported a position in Constellation Brands in Q1 2015 and has held it in 10 quarters since.
Independent Portfolio Consultants's Constellation Brands position peaked at $2.26M in Q1 2016.
771 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.