RPg Family Wealth Advisory’s Constellation Brands STZ Stock Holding History

RPg Family Wealth Advisory’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	-18,270	Closed	-$3.94M	–	260
2018 Q3	$3.94M	Buy	18,270 +198	+1%	+$42.1K	2.97%	12
2018 Q2	$3.96M	Buy	+18,072	New	+$4.08M	3.07%	12

Other funds holding STZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

RPg Family Wealth Advisory's STZ Position: Q4 2018 in Review

RPg Family Wealth Advisory sold out of Constellation Brands (STZ) in Q4 2018, closing a stake of 18,270 shares — an estimated $3.94M sold.

RPg Family Wealth Advisory first reported a position in STZ in Q2 2018 and held it in 2 quarters. The position peaked at $3.96M in Q2 2018. 951 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

RPg Family Wealth Advisory reported no remaining Constellation Brands position as of Q4 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 18,270 Constellation Brands shares in Q4 2018, an estimated $3.94M.
RPg Family Wealth Advisory first reported a position in Constellation Brands in Q2 2018 and held it in 2 quarters.
RPg Family Wealth Advisory's Constellation Brands position peaked at $3.96M in Q2 2018.
951 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2018, filed 14 Feb 2019.