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LifePlan Financial Group’s Constellation Brands STZ Stock Holding History

LifePlan Financial Group’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
Q2 		– Sell
-3
Closed -$1K – 544
2018
Q1 		$1K Buy
+3
New +$661 ﹤0.01% 503

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifePlan Financial Group's STZ Position: Q2 2018 in Review

LifePlan Financial Group sold out of Constellation Brands (STZ) in Q2 2018, closing a stake of 3 shares — an estimated $1K sold.

LifePlan Financial Group first reported a position in STZ in Q1 2018 and held it in 1 quarter. The position peaked at $1K in Q1 2018. 964 funds tracked by Wall St. Rank hold STZ as of Q2 2018.

  • LifePlan Financial Group reported no remaining Constellation Brands position as of Q2 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 3 Constellation Brands shares in Q2 2018, an estimated $1K.
  • LifePlan Financial Group first reported a position in Constellation Brands in Q1 2018 and held it in 1 quarter.
  • LifePlan Financial Group's Constellation Brands position peaked at $1K in Q1 2018.
  • 964 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2018.

Based on LifePlan Financial Group's 13F filing for Q2 2018, filed 25 Jul 2018.