Advisor Group’s Compañía de Cervecerías Unidas CCU Stock Holding History

Advisor Group’s Portfolio CCU Stock Details CCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$5K	Buy	265 +145	+121%	+$2.88K	﹤0.01%	4643
2019 Q3	$3K	Sell	120 -4,316	-97%	-$109K	﹤0.01%	4817
2019 Q2	$125K	Sell	4,436 -450	-9%	-$12.4K	﹤0.01%	2683
2019 Q1	$143K	Buy	4,886 +4,502	+1,172%	+$126K	﹤0.01%	2557
2018 Q4	$10K	Buy	384 +68	+22%	+$1.76K	﹤0.01%	4185
2018 Q3	$9K	Buy	316 +44	+16%	+$1.17K	﹤0.01%	4329
2018 Q2	$6K	Sell	272 -105	-28%	-$2.83K	﹤0.01%	4297
2018 Q1	$11K	Sell	377 -1,000	-73%	-$28.8K	﹤0.01%	4008
2017 Q4	$40K	Buy	+1,377	New	+$37.7K	﹤0.01%	3232
2017 Q3	–	Sell	-14	Closed	–	–	4844
2017 Q2	$0	Buy	+14	New	+$365	﹤0.01%	4793

Other funds holding CCU

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Advisor Group's CCU Position: Q4 2019 in Review

Advisor Group increased its Compañía de Cervecerías Unidas (CCU) stake by 121% in Q4 2019, buying an estimated $2.88K and bringing the position to 265 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4643.

Advisor Group first reported a position in CCU in Q2 2017 and has held it in 10 quarters since. The position peaked at $143K in Q1 2019. 98 funds tracked by Wall St. Rank hold CCU as of Q4 2019.

Advisor Group held 265 shares of Compañía de Cervecerías Unidas worth $5K as of Q4 2019.
Advisor Group bought 145 Compañía de Cervecerías Unidas shares in Q4 2019, an estimated $2.88K.
Compañía de Cervecerías Unidas made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4643 holding.
Advisor Group first reported a position in Compañía de Cervecerías Unidas in Q2 2017 and has held it in 10 quarters since.
Advisor Group's Compañía de Cervecerías Unidas position peaked at $143K in Q1 2019.
98 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.