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

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Mengis Capital Management Portland, Oregon $581M AUM 28.04% 1-Year Est. Return

Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return