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WESPAC Advisors SoCal’s Constellation Brands STZ Stock Holding History

WESPAC Advisors SoCal’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
2016
Q1 		– Sell
-300
Closed -$42K – 320
2015
Q4 		$42K Buy
+300
New +$41.3K 0.03% 133

Other funds holding STZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WESPAC Advisors SoCal's STZ Position: Q1 2016 in Review

WESPAC Advisors SoCal sold out of Constellation Brands (STZ) in Q1 2016, closing a stake of 300 shares — an estimated $42K sold.

WESPAC Advisors SoCal first reported a position in STZ in Q4 2015 and held it in 1 quarter. The position peaked at $42K in Q4 2015. 697 funds tracked by Wall St. Rank hold STZ as of Q1 2016.

  • WESPAC Advisors SoCal reported no remaining Constellation Brands position as of Q1 2016 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 300 Constellation Brands shares in Q1 2016, an estimated $42K.
  • WESPAC Advisors SoCal first reported a position in Constellation Brands in Q4 2015 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Constellation Brands position peaked at $42K in Q4 2015.
  • 697 funds tracked by Wall St. Rank held Constellation Brands as of Q1 2016.

Based on WESPAC Advisors SoCal's 13F filing for Q1 2016, filed 12 Aug 2016.