Pathway Financial Advisors’s Constellation Brands STZ Stock Holding History

Pathway Financial Advisors’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 Q3	–	Sell	-558	Closed	-$122K	–	340
2018 Q2	$122K	Hold	558	–	–	0.07%	134
2018 Q1	$127K	Hold	558	–	–	0.07%	136
2017 Q4	$128K	Buy	+558	New	+$121K	0.07%	130

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

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

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

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

MCM

Melvin Capital Management New York $9.86B AUM 16.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Pathway Financial Advisors's STZ Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Constellation Brands (STZ) in Q3 2018, closing a stake of 558 shares — an estimated $122K sold.

Pathway Financial Advisors first reported a position in STZ in Q4 2017 and held it in 3 quarters. The position peaked at $128K in Q4 2017. 935 funds tracked by Wall St. Rank hold STZ as of Q3 2018.

Pathway Financial Advisors reported no remaining Constellation Brands position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 558 Constellation Brands shares in Q3 2018, an estimated $122K.
Pathway Financial Advisors first reported a position in Constellation Brands in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Constellation Brands position peaked at $128K in Q4 2017.
935 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.