Mosaic Family Wealth’s Constellation Brands STZ Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-156	Closed	-$27K	–	546
2019 Q1	$27K	Buy	+156	New	+$26.3K	0.01%	399
2016 Q3	–	Sell	-9	Closed	-$2K	–	778
2016 Q2	$2K	Buy	+9	New	+$1.41K	﹤0.01%	733

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

KCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Mosaic Family Wealth's STZ Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 156 shares — an estimated $27K sold.

Mosaic Family Wealth first reported a position in STZ in Q2 2016 and held it in 2 quarters. The position peaked at $27K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

Mosaic Family Wealth reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 156 Constellation Brands shares in Q2 2019, an estimated $27K.
Mosaic Family Wealth first reported a position in Constellation Brands in Q2 2016 and held it in 2 quarters.
Mosaic Family Wealth's Constellation Brands position peaked at $27K in Q1 2019.
1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.