Partnervest Advisory Services’s Constellation Brands STZ Stock Holding History

Partnervest Advisory 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
2019 Q3	–	Sell	-1,669	Closed	-$329K	–	282
2019 Q2	$329K	Sell	1,669 -341	-17%	-$66.6K	0.13%	133
2019 Q1	$352K	Buy	+2,010	New	+$339K	0.15%	128
2018 Q4	–	Sell	-991	Closed	-$214K	–	246
2018 Q3	$214K	Buy	+991	New	+$211K	0.08%	197
2018 Q2	–	Sell	-923	Closed	-$210K	–	222
2018 Q1	$210K	Buy	+923	New	+$203K	0.1%	174

Other funds holding STZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

Partnervest Advisory Services's STZ Position: Q3 2019 in Review

Partnervest Advisory Services sold out of Constellation Brands (STZ) in Q3 2019, closing a stake of 1,669 shares — an estimated $329K sold.

Partnervest Advisory Services first reported a position in STZ in Q1 2018 and held it in 4 quarters. The position peaked at $352K in Q1 2019. 1,027 funds tracked by Wall St. Rank hold STZ as of Q3 2019.

Partnervest Advisory Services reported no remaining Constellation Brands position as of Q3 2019 after selling out during the quarter.
Partnervest Advisory Services sold 1,669 Constellation Brands shares in Q3 2019, an estimated $329K.
Partnervest Advisory Services first reported a position in Constellation Brands in Q1 2018 and held it in 4 quarters.
Partnervest Advisory Services's Constellation Brands position peaked at $352K in Q1 2019.
1,027 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2019.

Based on Partnervest Advisory Services's 13F filing for Q3 2019, filed 12 Nov 2019.