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IPG Investment Advisors’s Constellation Brands STZ Stock Holding History

IPG Investment Advisors’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
2018
Q4 		– Sell
-950
Closed -$205K – 178
2018
Q3 		$205K Hold
950
– – 0.07% 154
2018
Q2 		$208K Buy
+950
New +$215K 0.07% 147

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

IPG Investment Advisors's STZ Position: Q4 2018 in Review

IPG Investment Advisors sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 950 shares — an estimated $205K sold.

IPG Investment Advisors first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $208K in Q2 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • IPG Investment Advisors reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
  • IPG Investment Advisors sold 950 Constellation Brands shares in Q4 2018, an estimated $205K.
  • IPG Investment Advisors first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
  • IPG Investment Advisors's Constellation Brands position peaked at $208K in Q2 2018.
  • 950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on IPG Investment Advisors's 13F filing for Q4 2018, filed 1 Feb 2019.