LTFS
STZ.B

Ladenburg Thalmann Financial Services’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Ladenburg Thalmann Financial Services’s Portfolio STZ.B Stock Details STZ.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$365K Buy
1,939
+1,817
+1,489% +$345K ﹤0.01% 2062
2019
Q3 		$26K Sell
122
-28
-19% -$5.59K ﹤0.01% 3885
2019
Q2 		$29K Buy
+150
New +$29.2K ﹤0.01% 3837

Other funds holding STZ.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EP
Eudaimonia Partners Winchester, Tennessee $420M AUM 27.21% 1-Year Est. Return

Ladenburg Thalmann Financial Services's STZ.B Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its CONSTELLATION BRANDS, INC. CLASS B (STZ.B) stake by 1,489% in Q4 2019, buying an estimated $345K and bringing the position to 1,939 shares worth $365K. The position accounts for ﹤0.01% of the portfolio, ranked #2062.

Ladenburg Thalmann Financial Services first reported a position in STZ.B in Q2 2019 and has held it in 3 quarters since. 16 funds tracked by Wall St. Rank hold STZ.B as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 1,939 shares of CONSTELLATION BRANDS, INC. CLASS B worth $365K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 1,817 CONSTELLATION BRANDS, INC. CLASS B shares in Q4 2019, an estimated $345K.
  • CONSTELLATION BRANDS, INC. CLASS B made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2062 holding.
  • Ladenburg Thalmann Financial Services first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q2 2019 and has held it in 3 quarters since.
  • 16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.