Index Management Solutions’s Constellation Brands STZ Stock Holding History

Index Management Solutions’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
2015 Q3	$59K	Buy	469 +7	+2%	+$864	0.06%	135
2015 Q2	$54K	Buy	462 +250	+118%	+$29.5K	0.05%	216
2015 Q1	$25K	Buy	212 +175	+473%	+$19.7K	0.02%	314
2014 Q4	$4K	Sell	37 -96	-72%	-$8.79K	﹤0.01%	709
2014 Q3	$12K	Sell	133 -21,478	-99%	-$1.87M	﹤0.01%	1009
2014 Q2	$1.91M	Buy	21,611 +20,842	+2,710%	+$1.72M	0.23%	79
2014 Q1	$65K	Sell	769 -201	-21%	-$16K	0.01%	662
2013 Q4	$68K	Sell	970 -1,602	-62%	-$107K	0.02%	355
2013 Q3	$148K	Buy	+2,572	New	+$140K	0.04%	157

Other funds holding STZ

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 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

BIT

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Index Management Solutions's STZ Position: Q3 2015 in Review

Index Management Solutions increased its Constellation Brands (STZ) stake by 1.5% in Q3 2015, buying an estimated $864 and bringing the position to 469 shares worth $59K. The position accounts for 0.06% of the portfolio, ranked #135.

Index Management Solutions first reported a position in STZ in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.91M in Q2 2014. 608 funds tracked by Wall St. Rank hold STZ as of Q3 2015.

Index Management Solutions held 469 shares of Constellation Brands worth $59K as of Q3 2015.
Index Management Solutions bought 7 Constellation Brands shares in Q3 2015, an estimated $864.
Constellation Brands made up 0.06% of Index Management Solutions's portfolio in Q3 2015, its #135 holding.
Index Management Solutions first reported a position in Constellation Brands in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Constellation Brands position peaked at $1.91M in Q2 2014.
608 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.