MGIA
STZ.B

Moneta Group Investment Advisors’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Moneta Group Investment Advisors’s Portfolio STZ.B Stock Details STZ.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-45
Closed -$10K – 662
2018
Q1 		$10K Buy
+45
New +$9.88K ﹤0.01% 463

Other funds holding STZ.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

Moneta Group Investment Advisors's STZ.B Position: Q2 2018 in Review

Moneta Group Investment Advisors sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q2 2018, closing a stake of 45 shares — an estimated $10K sold.

Moneta Group Investment Advisors first reported a position in STZ.B in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 16 funds tracked by Wall St. Rank hold STZ.B as of Q2 2018.

  • Moneta Group Investment Advisors reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q2 2018 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 45 CONSTELLATION BRANDS, INC. CLASS B shares in Q2 2018, an estimated $10K.
  • Moneta Group Investment Advisors first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q1 2018 and held it in 1 quarter.
  • Moneta Group Investment Advisors's CONSTELLATION BRANDS, INC. CLASS B position peaked at $10K in Q1 2018.
  • 16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q2 2018.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.