Wells Fargo
STZ.B

Wells Fargo’s CONSTELLATION BRANDS, INC. CLASS B STZ.B Stock Holding History

Wells Fargo’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
2014
Q4 		– Sell
-1,611
Closed -$140K – 6485
2014
Q3 		$140K Buy
+1,611
New +$140K ﹤0.01% 4509

Other funds holding STZ.B

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PTC
Private Trust Company Cleveland, Ohio $1.12B AUM 21.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo's STZ.B Position: Q4 2014 in Review

Wells Fargo sold out of CONSTELLATION BRANDS, INC. CLASS B (STZ.B) in Q4 2014, closing a stake of 1,611 shares — an estimated $140K sold.

Wells Fargo first reported a position in STZ.B in Q3 2014 and held it in 1 quarter. The position peaked at $140K in Q3 2014. 13 funds tracked by Wall St. Rank hold STZ.B as of Q4 2014.

  • Wells Fargo reported no remaining CONSTELLATION BRANDS, INC. CLASS B position as of Q4 2014 after selling out during the quarter.
  • Wells Fargo sold 1,611 CONSTELLATION BRANDS, INC. CLASS B shares in Q4 2014, an estimated $140K.
  • Wells Fargo first reported a position in CONSTELLATION BRANDS, INC. CLASS B in Q3 2014 and held it in 1 quarter.
  • Wells Fargo's CONSTELLATION BRANDS, INC. CLASS B position peaked at $140K in Q3 2014.
  • 13 funds tracked by Wall St. Rank held CONSTELLATION BRANDS, INC. CLASS B as of Q4 2014.

Based on Wells Fargo's 13F filing for Q4 2014, filed 11 Feb 2015.