Investment Centers of America’s Constellation Brands STZ Stock Holding History

Investment Centers of America’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 Q4	–	Sell	-1,679	Closed	-$337K	–	431
2017 Q3	$337K	Sell	1,679 -1	-0.1%	-$198	0.02%	414
2017 Q2	$325K	Sell	1,680 -1,154	-41%	-$205K	0.02%	426
2017 Q1	$457K	Sell	2,834 -242	-8%	-$37.7K	0.04%	385
2016 Q4	$472K	Buy	+3,076	New	+$489K	0.04%	352
2016 Q2	–	Sell	-1,529	Closed	-$230K	–	549
2016 Q1	$230K	Buy	+1,529	New	+$221K	0.03%	424

Other funds holding STZ

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

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

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

Investment Centers of America's STZ Position: Q4 2017 in Review

Investment Centers of America sold out of Constellation Brands (STZ) in Q4 2017, closing a stake of 1,679 shares — an estimated $337K sold.

Investment Centers of America first reported a position in STZ in Q1 2016 and held it in 5 quarters. The position peaked at $472K in Q4 2016. 885 funds tracked by Wall St. Rank hold STZ as of Q4 2017.

Investment Centers of America reported no remaining Constellation Brands position as of Q4 2017 after selling out during the quarter.
Investment Centers of America sold 1,679 Constellation Brands shares in Q4 2017, an estimated $337K.
Investment Centers of America first reported a position in Constellation Brands in Q1 2016 and held it in 5 quarters.
Investment Centers of America's Constellation Brands position peaked at $472K in Q4 2016.
885 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2017.

Based on Investment Centers of America's 13F filing for Q4 2017, filed 14 Feb 2018.