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Shine Investment Advisory Services’s Constellation Brands STZ Stock Holding History

Shine Investment Advisory Services’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
2019
Q2 		– Sell
-55
Closed -$10K – 714
2019
Q1 		$10K Buy
+55
New +$9.26K ﹤0.01% 549

Other funds holding STZ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Shine Investment Advisory Services's STZ Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of Constellation Brands (STZ) in Q2 2019, closing a stake of 55 shares — an estimated $10K sold.

Shine Investment Advisory Services first reported a position in STZ in Q1 2019 and held it in 1 quarter. The position peaked at $10K in Q1 2019. 1,019 funds tracked by Wall St. Rank hold STZ as of Q2 2019.

  • Shine Investment Advisory Services reported no remaining Constellation Brands position as of Q2 2019 after selling out during the quarter.
  • Shine Investment Advisory Services sold 55 Constellation Brands shares in Q2 2019, an estimated $10K.
  • Shine Investment Advisory Services first reported a position in Constellation Brands in Q1 2019 and held it in 1 quarter.
  • Shine Investment Advisory Services's Constellation Brands position peaked at $10K in Q1 2019.
  • 1,019 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.