Polaris Wealth Advisory Group’s Constellation Brands STZ Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-866	Closed	-$187K	–	416
2018 Q3	$187K	Buy	+866	New	+$184K	0.01%	161
2018 Q2	–	Sell	-100	Closed	-$23K	–	406
2018 Q1	$23K	Buy	+100	New	+$22K	﹤0.01%	289
2016 Q4	–	Sell	-84,675	Closed	-$14.1M	–	125
2016 Q3	$14.1M	Buy	+84,675	New	+$14M	1.68%	31

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MCM

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

Polaris Wealth Advisory Group's STZ Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 866 shares — an estimated $187K sold.

Polaris Wealth Advisory Group first reported a position in STZ in Q3 2016 and held it in 3 quarters. The position peaked at $14.1M in Q3 2016. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 866 Constellation Brands shares in Q4 2018, an estimated $187K.
Polaris Wealth Advisory Group first reported a position in Constellation Brands in Q3 2016 and held it in 3 quarters.
Polaris Wealth Advisory Group's Constellation Brands position peaked at $14.1M in Q3 2016.
950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.