Sharkey, Howes & Javer’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Sharkey, Howes & Javer’s Portfolio STZ.B Stock Details STZ.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-157	Closed	-$31K	–	191
2019 Q2	$31K	Hold	157	–	–	0.01%	126
2019 Q1	$28K	Hold	157	–	–	0.01%	127
2018 Q4	$25K	Hold	157	–	–	0.02%	128
2018 Q3	$35K	Hold	157	–	–	0.02%	122
2018 Q2	$35K	Hold	157	–	–	0.02%	116
2018 Q1	$36K	Hold	157	–	–	0.02%	102
2017 Q4	$36K	Hold	157	–	–	0.02%	101
2017 Q3	$33K	Hold	157	–	–	0.02%	104
2017 Q2	$31K	Sell	157 -66	-30%	-$11.8K	0.02%	103
2017 Q1	$36K	Hold	223	–	–	0.02%	112
2016 Q4	$34K	Hold	223	–	–	0.02%	120
2016 Q3	$37K	Hold	223	–	–	0.02%	111
2016 Q2	$37K	Hold	223	–	–	0.02%	110
2016 Q1	$34K	Buy	+223	New	+$32.4K	0.03%	118

Other funds holding STZ.B

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PTC

Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

CNBT

Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SSB

Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return

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

Sharkey, Howes & Javer's STZ.B Position: Q3 2019 in Review

Sharkey, Howes & Javer sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q3 2019, closing a stake of 157 shares — an estimated $31K sold.

Sharkey, Howes & Javer first reported a position in STZ.B in Q1 2016 and held it in 14 quarters. The position peaked at $37K in Q3 2016. 16 funds tracked by Wall St. Rank hold STZ.B as of Q3 2019.

Sharkey, Howes & Javer reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q3 2019 after selling out during the quarter.
Sharkey, Howes & Javer sold 157 CONSTELLATION BRANDS, INC. CLASS B shares in Q3 2019, an estimated $31K.
Sharkey, Howes & Javer first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q1 2016 and held it in 14 quarters.
Sharkey, Howes & Javer's CONSTELLATION BRANDS, INC. CLASS B position peaked at $37K in Q3 2016.
16 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q3 2019.

Based on Sharkey, Howes & Javer's 13F filing for Q3 2019, filed 1 Nov 2019.