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LBA Wealth Management’s Constellation Brands STZ Stock Holding History

LBA Wealth Management’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
Q1 		$644K Buy
3,975
+425
+12% +$66.2K 0.34% 57
2016
Q4 		$544K Sell
3,550
-110
-3% -$17.5K 0.3% 61
2016
Q3 		$609K Sell
3,660
-220
-6% -$36.3K 0.34% 50
2016
Q2 		$642K Buy
3,880
+70
+2% +$11K 0.36% 48
2016
Q1 		$576K Sell
3,810
-75
-2% -$10.8K 0.33% 52
2015
Q4 		$553K Sell
3,885
-355
-8% -$48.9K 0.32% 54
2015
Q3 		$531K Sell
4,240
-70
-2% -$8.64K 0.33% 54
2015
Q2 		$500K Buy
4,310
+415
+11% +$49K 0.31% 59
2015
Q1 		$453K Buy
3,895
+960
+33% +$108K 0.29% 59
2014
Q4 		$288K Buy
2,935
+1,625
+124% +$149K 0.19% 77
2014
Q3 		$114K Sell
1,310
-150
-10% -$13K 0.08% 130
2014
Q2 		$129K Sell
1,460
-125
-8% -$10.3K 0.11% 119
2014
Q1 		$135K Buy
1,585
+185
+13% +$14.7K 0.11% 108
2013
Q4 		$99K Buy
+1,400
New +$93.6K 0.08% 129

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

LBA Wealth Management's STZ Position: Q1 2017 in Review

LBA Wealth Management increased its Constellation Brands (STZ) stake by 12% in Q1 2017, buying an estimated $66.2K and bringing the position to 3,975 shares worth $644K. The position accounts for 0.34% of the portfolio, ranked #57.

LBA Wealth Management first reported a position in STZ in Q4 2013 and has held it in 14 quarters since. 724 funds tracked by Wall St. Rank hold STZ as of Q1 2017.

  • LBA Wealth Management held 3,975 shares of Constellation Brands worth $644K as of Q1 2017.
  • LBA Wealth Management bought 425 Constellation Brands shares in Q1 2017, an estimated $66.2K.
  • Constellation Brands made up 0.34% of LBA Wealth Management's portfolio in Q1 2017, its #57 holding.
  • LBA Wealth Management first reported a position in Constellation Brands in Q4 2013 and has held it in 14 quarters since.
  • 724 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.