RKL Wealth Management’s Constellation Brands STZ Stock Holding History

RKL Wealth Management’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
2016 Q4	–	Sell	-1,801	Closed	-$300K	–	99
2016 Q3	$300K	Hold	1,801	–	–	0.15%	64
2016 Q2	$298K	Buy	+1,801	New	+$282K	0.16%	62

Other funds holding STZ

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

RKL Wealth Management's STZ Position: Q4 2016 in Review

RKL Wealth Management sold out of Constellation Brands (STZ) in Q4 2016, closing a stake of 1,801 shares — an estimated $300K sold.

RKL Wealth Management first reported a position in STZ in Q2 2016 and held it in 2 quarters. The position peaked at $300K in Q3 2016. 732 funds tracked by Wall St. Rank hold STZ as of Q4 2016.

RKL Wealth Management reported no remaining Constellation Brands position as of Q4 2016 after selling out during the quarter.
RKL Wealth Management sold 1,801 Constellation Brands shares in Q4 2016, an estimated $300K.
RKL Wealth Management first reported a position in Constellation Brands in Q2 2016 and held it in 2 quarters.
RKL Wealth Management's Constellation Brands position peaked at $300K in Q3 2016.
732 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2016.

Based on RKL Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.