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USAdvisors Wealth Management’s Constellation Brands STZ Stock Holding History

USAdvisors 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
2018
Q1 		– Sell
-1,111
Closed -$254K – 70
2017
Q4 		$254K Buy
+1,111
New +$240K 0.22% 45

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

USAdvisors Wealth Management's STZ Position: Q1 2018 in Review

USAdvisors Wealth Management sold out of Constellation Brands (STZ) in Q1 2018, closing a stake of 1,111 shares — an estimated $254K sold.

USAdvisors Wealth Management first reported a position in STZ in Q4 2017 and held it in 1 quarter. The position peaked at $254K in Q4 2017. 922 funds tracked by Wall St. Rank hold STZ as of Q1 2018.

  • USAdvisors Wealth Management reported no remaining Constellation Brands position as of Q1 2018 after selling out during the quarter.
  • USAdvisors Wealth Management sold 1,111 Constellation Brands shares in Q1 2018, an estimated $254K.
  • USAdvisors Wealth Management first reported a position in Constellation Brands in Q4 2017 and held it in 1 quarter.
  • USAdvisors Wealth Management's Constellation Brands position peaked at $254K in Q4 2017.
  • 922 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2018.

Based on USAdvisors Wealth Management's 13F filing for Q1 2018, filed 18 Apr 2018.