APSI
BUD

Asset Planning Services Inc’s ANHEUSER BUSCH COS INC BUD Stock Holding History

Asset Planning Services Inc’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
2018
Q4 		– Sell
-35,350
Closed -$3.1M – 41
2018
Q3 		$3.1M Sell
35,350
-100
-0.3% -$8.76K 2.12% 31
2018
Q2 		$3.57M Buy
35,450
+1,100
+3% +$111K 2.57% 28
2018
Q1 		$3.78M Buy
34,350
+950
+3% +$104K 2.79% 24
2017
Q4 		$3.73M Buy
+33,400
New +$3.73M 2.62% 27

Other funds holding BUD

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CA
Callahan Advisors Houston, Texas $1.33B AUM 29.71% 1-Year Est. Return
MCM
Mengis Capital Management Portland, Oregon $658M AUM 39.64% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $864M AUM 15.83% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $252M AUM 17.57% 1-Year Est. Return

Asset Planning Services Inc's BUD Position: Q4 2018 in Review

Asset Planning Services Inc sold out of ANHEUSER BUSCH COS INC (BUD) in Q4 2018, closing a stake of 35,350 shares — an estimated $3.1M sold.

Asset Planning Services Inc first reported a position in BUD in Q4 2017 and held it in 4 quarters. The position peaked at $3.78M in Q1 2018. 8 funds tracked by Wall St. Rank hold BUD as of Q4 2018.

  • Asset Planning Services Inc reported no remaining ANHEUSER BUSCH COS INC position as of Q4 2018 after selling out during the quarter.
  • Asset Planning Services Inc sold 35,350 ANHEUSER BUSCH COS INC shares in Q4 2018, an estimated $3.1M.
  • Asset Planning Services Inc first reported a position in ANHEUSER BUSCH COS INC in Q4 2017 and held it in 4 quarters.
  • Asset Planning Services Inc's ANHEUSER BUSCH COS INC position peaked at $3.78M in Q1 2018.
  • 8 funds tracked by Wall St. Rank held ANHEUSER BUSCH COS INC as of Q4 2018.

Based on Asset Planning Services Inc's 13F filing for Q4 2018, filed 24 Jan 2019.