McNamara Financial Services’s Constellation Brands STZ Stock Holding History

McNamara Financial Services’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
2016 Q1	–	Sell	-12,077	Closed	-$1.72M	–	80
2015 Q4	$1.72M	Buy	12,077 +476	+4%	+$65.5K	1.69%	35
2015 Q3	$1.45M	Buy	11,601 +1	+0%	+$123	1.53%	34
2015 Q2	$1.35M	Buy	11,600 +700	+6%	+$82.6K	1.27%	40
2015 Q1	$1.27M	Buy	10,900 +625	+6%	+$70.3K	1.16%	45
2014 Q4	$1.01M	Buy	+10,275	New	+$941K	0.92%	52

Other funds holding STZ

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

McNamara Financial Services's STZ Position: Q1 2016 in Review

McNamara Financial Services sold out of Constellation Brands (STZ) in Q1 2016, closing a stake of 12,077 shares — an estimated $1.72M sold.

McNamara Financial Services first reported a position in STZ in Q4 2014 and held it in 5 quarters. The position peaked at $1.72M in Q4 2015. 697 funds tracked by Wall St. Rank hold STZ as of Q1 2016.

McNamara Financial Services reported no remaining Constellation Brands position as of Q1 2016 after selling out during the quarter.
McNamara Financial Services sold 12,077 Constellation Brands shares in Q1 2016, an estimated $1.72M.
McNamara Financial Services first reported a position in Constellation Brands in Q4 2014 and held it in 5 quarters.
McNamara Financial Services's Constellation Brands position peaked at $1.72M in Q4 2015.
697 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2016.

Based on McNamara Financial Services's 13F filing for Q1 2016, filed 13 Apr 2016.