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Avalon Investment & Advisory’s AB InBev BUD Stock Holding History

Avalon Investment & Advisory’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
2016
Q4 		– Sell
-9,063
Closed -$1.19M – 333
2016
Q3 		$1.19M Sell
9,063
-655
-7% -$82.8K 0.04% 194
2016
Q2 		$1.28M Buy
+9,718
New +$1.22M 0.05% 165

Other funds holding BUD

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Avalon Investment & Advisory's BUD Position: Q4 2016 in Review

Avalon Investment & Advisory sold out of AB InBev (BUD) in Q4 2016, closing a stake of 9,063 shares — an estimated $1.19M sold.

Avalon Investment & Advisory first reported a position in BUD in Q2 2016 and held it in 2 quarters. The position peaked at $1.28M in Q2 2016. 501 funds tracked by Wall St. Rank hold BUD as of Q4 2016.

  • Avalon Investment & Advisory reported no remaining AB InBev position as of Q4 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 9,063 AB InBev shares in Q4 2016, an estimated $1.19M.
  • Avalon Investment & Advisory first reported a position in AB InBev in Q2 2016 and held it in 2 quarters.
  • Avalon Investment & Advisory's AB InBev position peaked at $1.28M in Q2 2016.
  • 501 funds tracked by Wall St. Rank held AB InBev as of Q4 2016.

Based on Avalon Investment & Advisory's 13F filing for Q4 2016, filed 14 Feb 2017.