WFG Advisors’s Constellation Brands STZ Stock Holding History

WFG Advisors’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
2017 Q2	$264K	Buy	1,364 +93	+7%	+$16.6K	0.06%	305
2017 Q1	$206K	Sell	1,271 -24	-2%	-$3.74K	0.05%	328
2016 Q4	$198K	Buy	1,295 +25	+2%	+$3.97K	0.05%	387
2016 Q3	$212K	Hold	1,270	–	–	0.05%	359
2016 Q2	$210K	Hold	1,270	–	–	0.06%	326
2016 Q1	$192K	Sell	1,270 -230	-15%	-$33.2K	0.06%	310
2015 Q4	$214K	Hold	1,500	–	–	0.06%	274
2015 Q3	$188K	Hold	1,500	–	–	0.06%	305
2015 Q2	$174K	Buy	1,500 +500	+50%	+$59K	0.05%	379
2015 Q1	$116K	Hold	1,000	–	–	0.03%	489
2014 Q4	$98K	Hold	1,000	–	–	0.02%	644
2014 Q3	$87K	Hold	1,000	–	–	0.02%	714
2014 Q2	$88K	Hold	1,000	–	–	0.02%	703
2014 Q1	$85K	Hold	1,000	–	–	0.02%	698
2013 Q4	$70K	Hold	1,000	–	–	0.01%	878
2013 Q3	$57K	Hold	1,000	–	–	0.01%	880
2013 Q2	$52K	Buy	+1,000	New	+$50.4K	0.01%	872

Other funds holding STZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ECU

Egerton Capital (UK) London, United Kingdom $9.01B AUM 30.26% 1-Year Est. Return

WFG Advisors's STZ Position: Q2 2017 in Review

WFG Advisors increased its Constellation Brands (STZ) stake by 7.3% in Q2 2017, buying an estimated $16.6K and bringing the position to 1,364 shares worth $264K. The position accounts for 0.06% of the portfolio, ranked #305.

WFG Advisors first reported a position in STZ in Q2 2013 and has held it in 17 quarters since. 771 funds tracked by Wall St. Rank hold STZ as of Q2 2017.

WFG Advisors held 1,364 shares of Constellation Brands worth $264K as of Q2 2017.
WFG Advisors bought 93 Constellation Brands shares in Q2 2017, an estimated $16.6K.
Constellation Brands made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #305 holding.
WFG Advisors first reported a position in Constellation Brands in Q2 2013 and has held it in 17 quarters since.
771 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.