Investors Capital Advisory Services’s Constellation Brands STZ Stock Holding History

Investors Capital Advisory Services’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 Q2	$502K	Buy	3,043 +12	+0.4%	+$1.88K	0.1%	273
2016 Q1	$457K	Sell	3,031 -240	-7%	-$34.7K	0.09%	297
2015 Q4	$465K	Buy	3,271 +375	+13%	+$51.6K	0.09%	315
2015 Q3	$362K	Buy	2,896 +202	+7%	+$24.9K	0.07%	379
2015 Q2	$312K	Sell	2,694 -15	-0.6%	-$1.77K	0.06%	458
2015 Q1	$314K	Hold	2,709	–	–	0.06%	447
2014 Q4	$264K	Sell	2,709 -192	-7%	-$17.6K	0.05%	483
2014 Q3	$252K	Sell	2,901 -1,231	-30%	-$107K	0.05%	486
2014 Q2	$363K	Buy	+4,132	New	+$341K	0.06%	428

Other funds holding STZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Investors Capital Advisory Services's STZ Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Constellation Brands (STZ) stake by 0.4% in Q2 2016, buying an estimated $1.88K and bringing the position to 3,043 shares worth $502K. The position accounts for 0.1% of the portfolio, ranked #273.

Investors Capital Advisory Services first reported a position in STZ in Q2 2014 and has held it in 9 quarters since. 717 funds tracked by Wall St. Rank hold STZ as of Q2 2016.

Investors Capital Advisory Services held 3,043 shares of Constellation Brands worth $502K as of Q2 2016.
Investors Capital Advisory Services bought 12 Constellation Brands shares in Q2 2016, an estimated $1.88K.
Constellation Brands made up 0.1% of Investors Capital Advisory Services's portfolio in Q2 2016, its #273 holding.
Investors Capital Advisory Services first reported a position in Constellation Brands in Q2 2014 and has held it in 9 quarters since.
717 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.