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Measured Wealth Private Client Group’s Constellation Brands STZ Stock Holding History

Measured Wealth Private Client 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
Q4 		– Sell
-434
Closed -$93K – 625
2018
Q3 		$93K Buy
+434
New +$92.3K 0.06% 247

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MCM
Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Measured Wealth Private Client Group's STZ Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 434 shares — an estimated $93K sold.

Measured Wealth Private Client Group first reported a position in STZ in Q3 2018 and held it in 1 quarter. The position peaked at $93K in Q3 2018. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 434 Constellation Brands shares in Q4 2018, an estimated $93K.
  • Measured Wealth Private Client Group first reported a position in Constellation Brands in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Constellation Brands position peaked at $93K in Q3 2018.
  • 950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.