Integrated Wealth Management (Palm Desert)’s Constellation Brands STZ Stock Holding History

Integrated Wealth Management (Palm Desert)’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	-500	Closed	-$83K	–	902
2016 Q3	$83K	Hold	500	–	–	0.03%	340
2016 Q2	$83K	Hold	500	–	–	0.03%	330
2016 Q1	$76K	Hold	500	–	–	0.03%	326
2015 Q4	$71K	Hold	500	–	–	0.03%	335
2015 Q3	$63K	Hold	500	–	–	0.03%	339
2015 Q2	$58K	Hold	500	–	–	0.02%	367
2015 Q1	$58K	Buy	+500	New	+$56.3K	0.02%	367

Other funds holding STZ

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 $3.37T AUM 44.26% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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

Integrated Wealth Management (Palm Desert)'s STZ Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Constellation Brands (STZ) in Q4 2016, closing a stake of 500 shares — an estimated $83K sold.

Integrated Wealth Management (Palm Desert) first reported a position in STZ in Q1 2015 and held it in 7 quarters. The position peaked at $83K in Q3 2016. 733 funds tracked by Wall St. Rank hold STZ as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Constellation Brands position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 500 Constellation Brands shares in Q4 2016, an estimated $83K.
Integrated Wealth Management (Palm Desert) first reported a position in Constellation Brands in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Constellation Brands position peaked at $83K in Q3 2016.
733 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.