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Alera Investment Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Alera Investment Advisors’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
-531
Closed -$16K – 236
2019
Q1 		$16K Buy
531
+33
+7% +$920 0.01% 345
2018
Q4 		$13K Buy
+498
New +$12.9K 0.01% 368

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
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
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alera Investment Advisors's CCU Position: Q2 2019 in Review

Alera Investment Advisors sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2019, closing a stake of 531 shares — an estimated $16K sold.

Alera Investment Advisors first reported a position in CCU in Q4 2018 and held it in 2 quarters. The position peaked at $16K in Q1 2019. 120 funds tracked by Wall St. Rank hold CCU as of Q2 2019.

  • Alera Investment Advisors reported no remaining Compañía de Cervecerías Unidas position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 531 Compañía de Cervecerías Unidas shares in Q2 2019, an estimated $16K.
  • Alera Investment Advisors first reported a position in Compañía de Cervecerías Unidas in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Compañía de Cervecerías Unidas position peaked at $16K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.