AWS
BUD icon

Aris Wealth Services’s AB InBev BUD Stock Holding History

Aris Wealth Services’s Portfolio BUD Stock Details BUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$13K Sell
118
-37
-24% -$4.3K 0.03% 196
2015
Q2 		$19K Buy
155
+37
+31% +$4.54K 0.02% 320
2015
Q1 		$14K Buy
+118
New +$14.3K 0.01% 335

Other funds holding BUD

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Aris Wealth Services's BUD Position: Q3 2015 in Review

Aris Wealth Services reduced its AB InBev (BUD) stake by 24% in Q3 2015, selling an estimated $4.3K and leaving 118 shares worth $13K. The position accounts for 0.03% of the portfolio, ranked #196.

Aris Wealth Services first reported a position in BUD in Q1 2015 and has held it in 3 quarters since. The position peaked at $19K in Q2 2015. 490 funds tracked by Wall St. Rank hold BUD as of Q3 2015.

  • Aris Wealth Services held 118 shares of AB InBev worth $13K as of Q3 2015.
  • Aris Wealth Services sold 37 AB InBev shares in Q3 2015, an estimated $4.3K.
  • AB InBev made up 0.03% of Aris Wealth Services's portfolio in Q3 2015, its #196 holding.
  • Aris Wealth Services first reported a position in AB InBev in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's AB InBev position peaked at $19K in Q2 2015.
  • 490 funds tracked by Wall St. Rank held AB InBev as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.