Mariner Wealth Advisors (Cincinnati)’s Constellation Brands STZ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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 Q3	$505K	Buy	2,343 +17	+0.7%	+$3.61K	0.03%	194
2018 Q2	$509K	Hold	2,326	–	–	0.03%	192
2018 Q1	$530K	Sell	2,326 -300	-11%	-$66.1K	0.03%	179
2017 Q4	$600K	Buy	2,626 +206	+9%	+$44.5K	0.04%	158
2017 Q3	$483K	Sell	2,420 -640	-21%	-$127K	0.03%	172
2017 Q2	$593K	Buy	3,060 +365	+14%	+$65K	0.04%	152
2017 Q1	$437K	Buy	+2,695	New	+$420K	0.03%	176

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s STZ Position: Q3 2018 in Review

Mariner Wealth Advisors (Cincinnati) increased its Constellation Brands (STZ) stake by 0.73% in Q3 2018, buying an estimated $3.61K and bringing the position to 2,343 shares worth $505K. The position accounts for 0.03% of the portfolio, ranked #194.

Mariner Wealth Advisors (Cincinnati) first reported a position in STZ in Q1 2017 and has held it in 7 quarters since. The position peaked at $600K in Q4 2017. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

Mariner Wealth Advisors (Cincinnati) held 2,343 shares of Constellation Brands worth $505K as of Q3 2018.
Mariner Wealth Advisors (Cincinnati) bought 17 Constellation Brands shares in Q3 2018, an estimated $3.61K.
Constellation Brands made up 0.03% of Mariner Wealth Advisors (Cincinnati)'s portfolio in Q3 2018, its #194 holding.
Mariner Wealth Advisors (Cincinnati) first reported a position in Constellation Brands in Q1 2017 and has held it in 7 quarters since.
Mariner Wealth Advisors (Cincinnati)'s Constellation Brands position peaked at $600K in Q4 2017.
935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q3 2018, filed 13 Nov 2018.