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Wilmington Funds Management’s Constellation Brands STZ Stock Holding History

Wilmington Funds Management’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
2014
Q2 		$434K Buy
4,930
+1,700
+53% +$140K 0.04% 401
2014
Q1 		$274K Sell
3,230
-1,400
-30% -$111K 0.03% 553
2013
Q4 		$326K Hold
4,630
– – 0.03% 535
2013
Q3 		$266K Hold
4,630
– – 0.03% 594
2013
Q2 		$241K Buy
+4,630
New +$233K 0.02% 594

Other funds holding STZ

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
KCM
Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wilmington Funds Management's STZ Position: Q2 2014 in Review

Wilmington Funds Management increased its Constellation Brands (STZ) stake by 53% in Q2 2014, buying an estimated $140K and bringing the position to 4,930 shares worth $434K. The position accounts for 0.04% of the portfolio, ranked #401.

Wilmington Funds Management first reported a position in STZ in Q2 2013 and has held it in 5 quarters since. 504 funds tracked by Wall St. Rank hold STZ as of Q2 2014.

  • Wilmington Funds Management held 4,930 shares of Constellation Brands worth $434K as of Q2 2014.
  • Wilmington Funds Management bought 1,700 Constellation Brands shares in Q2 2014, an estimated $140K.
  • Constellation Brands made up 0.04% of Wilmington Funds Management's portfolio in Q2 2014, its #401 holding.
  • Wilmington Funds Management first reported a position in Constellation Brands in Q2 2013 and has held it in 5 quarters since.
  • 504 funds tracked by Wall St. Rank held Constellation Brands as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.