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WealthTrust Fairport’s Constellation Brands STZ Stock Holding History

WealthTrust Fairport’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
2013
Q4 		– Sell
-29
Closed -$2K – 401
2013
Q3 		$2K Buy
+29
New +$1.58K ﹤0.01% 394

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 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
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WealthTrust Fairport's STZ Position: Q4 2013 in Review

WealthTrust Fairport sold out of Constellation Brands (STZ) in Q4 2013, closing a stake of 29 shares — an estimated $2K sold.

WealthTrust Fairport first reported a position in STZ in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 464 funds tracked by Wall St. Rank hold STZ as of Q4 2013.

  • WealthTrust Fairport reported no remaining Constellation Brands position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 29 Constellation Brands shares in Q4 2013, an estimated $2K.
  • WealthTrust Fairport first reported a position in Constellation Brands in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's Constellation Brands position peaked at $2K in Q3 2013.
  • 464 funds tracked by Wall St. Rank held Constellation Brands as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.