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National Planning Corporation’s Constellation Brands STZ Stock Holding History

National Planning Corporation’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
2015
Q1 		– Sell
-194
Closed -$20K – 1884
2014
Q4 		$20K Buy
+194
New +$17.8K ﹤0.01% 1720

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Pennant Capital Management Summit, New Jersey $212M AUM 19.37% 1-Year Est. Return

National Planning Corporation's STZ Position: Q1 2015 in Review

National Planning Corporation sold out of Constellation Brands (STZ) in Q1 2015, closing a stake of 194 shares — an estimated $20K sold.

National Planning Corporation first reported a position in STZ in Q4 2014 and held it in 1 quarter. The position peaked at $20K in Q4 2014. 563 funds tracked by Wall St. Rank hold STZ as of Q1 2015.

  • National Planning Corporation reported no remaining Constellation Brands position as of Q1 2015 after selling out during the quarter.
  • National Planning Corporation sold 194 Constellation Brands shares in Q1 2015, an estimated $20K.
  • National Planning Corporation first reported a position in Constellation Brands in Q4 2014 and held it in 1 quarter.
  • National Planning Corporation's Constellation Brands position peaked at $20K in Q4 2014.
  • 563 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2015.

Based on National Planning Corporation's 13F filing for Q1 2015, filed 12 May 2015.