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Wilmington Trust Investment Management’s Constellation Brands STZ Stock Holding History

Wilmington Trust Investment 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 		$360K Buy
4,080
+200
+5% +$16.5K 0.07% 210
2014
Q1 		$330K Buy
3,880
+800
+26% +$63.6K 0.07% 236
2013
Q4 		$217K Sell
3,080
-1,000
-25% -$66.8K 0.04% 368
2013
Q3 		$234K Hold
4,080
– – 0.05% 338
2013
Q2 		$213K Buy
+4,080
New +$206K 0.05% 379

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 $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Wilmington Trust Investment Management's STZ Position: Q2 2014 in Review

Wilmington Trust Investment Management increased its Constellation Brands (STZ) stake by 5.2% in Q2 2014, buying an estimated $16.5K and bringing the position to 4,080 shares worth $360K. The position accounts for 0.07% of the portfolio, ranked #210.

Wilmington Trust Investment 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 Trust Investment Management held 4,080 shares of Constellation Brands worth $360K as of Q2 2014.
  • Wilmington Trust Investment Management bought 200 Constellation Brands shares in Q2 2014, an estimated $16.5K.
  • Constellation Brands made up 0.07% of Wilmington Trust Investment Management's portfolio in Q2 2014, its #210 holding.
  • Wilmington Trust Investment 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 Trust Investment Management's 13F filing for Q2 2014, filed 13 Aug 2014.