WealthTrust-Arizona’s Constellation Brands STZ Stock Holding History

WealthTrust-Arizona’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	$2K	Hold	14	–	–	﹤0.01%	576
2018 Q3	$3K	Hold	14	–	–	﹤0.01%	563
2018 Q2	$3K	Buy	14 +4	+40%	+$903	﹤0.01%	561
2018 Q1	$2K	Buy	+10	New	+$2.2K	﹤0.01%	584
2015 Q1	–	Sell	-100	Closed	-$10K	–	677
2014 Q4	$10K	Sell	100 -300	-75%	-$27.5K	0.01%	401
2014 Q3	$35K	Buy	400 +100	+33%	+$8.7K	0.04%	201
2014 Q2	$26K	Hold	300	–	–	0.03%	254
2014 Q1	$25K	Sell	300 -200	-40%	-$15.9K	0.03%	259
2013 Q4	$35K	Hold	500	–	–	0.04%	191
2013 Q3	$29K	Hold	500	–	–	0.04%	198
2013 Q2	$26K	Buy	+500	New	+$25.2K	0.04%	194

Other funds holding STZ

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

BlackRock New York $5.72T AUM 30.48% 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

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

WealthTrust-Arizona's STZ Position: Q4 2018 in Review

WealthTrust-Arizona held its Constellation Brands (STZ) position steady in Q4 2018 at 14 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #576.

WealthTrust-Arizona first reported a position in STZ in Q2 2013 and has held it in 11 quarters since. The position peaked at $35K in Q3 2014. 950 funds tracked by Wall St. Rank hold STZ as of Q4 2018.

WealthTrust-Arizona held 14 shares of Constellation Brands worth $2K as of Q4 2018.
WealthTrust-Arizona left its Constellation Brands share count unchanged in Q4 2018.
Constellation Brands made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #576 holding.
WealthTrust-Arizona first reported a position in Constellation Brands in Q2 2013 and has held it in 11 quarters since.
WealthTrust-Arizona's Constellation Brands position peaked at $35K in Q3 2014.
950 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.