Aevitas Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Aevitas Wealth Management’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 Q2	–	Sell	-1,422	Closed	-$41K	–	138
2019 Q1	$41K	Buy	1,422 +3	+0.2%	+$84	0.04%	202
2018 Q4	$36K	Hold	1,419	–	–	0.04%	203
2018 Q3	$40K	Hold	1,419	–	–	0.04%	217
2018 Q2	$35K	Sell	1,419 -1,048	-42%	-$28.2K	0.03%	228
2018 Q1	$73K	Buy	2,467 +7	+0.3%	+$202	0.07%	152
2017 Q4	$73K	Buy	+2,460	New	+$67.3K	0.07%	158

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Aevitas Wealth Management's CCU Position: Q2 2019 in Review

Aevitas Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2019, closing a stake of 1,422 shares — an estimated $41K sold.

Aevitas Wealth Management first reported a position in CCU in Q4 2017 and held it in 6 quarters. The position peaked at $73K in Q1 2018. 120 funds tracked by Wall St. Rank hold CCU as of Q2 2019.

Aevitas Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q2 2019 after selling out during the quarter.
Aevitas Wealth Management sold 1,422 Compañía de Cervecerías Unidas shares in Q2 2019, an estimated $41K.
Aevitas Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q4 2017 and held it in 6 quarters.
Aevitas Wealth Management's Compañía de Cervecerías Unidas position peaked at $73K in Q1 2018.
120 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2019.

Based on Aevitas Wealth Management's 13F filing for Q2 2019, filed 26 Jul 2019.