BCWM
KNBWY

Bartlett & Co Wealth Management’s KIRIN BREWERY LTD SPONSORED ADR KNBWY Stock Holding History

Bartlett & Co Wealth Management’s Portfolio KNBWY Stock Details KNBWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,735
Closed -$65.9K – 824
2019
Q1 		$65.9K Hold
2,735
– – ﹤0.01% 378
2018
Q4 		$56.8K Buy
+2,735
New +$56.8K ﹤0.01% 397

Other funds holding KNBWY

PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
ANI
American National Insurance Galveston, Texas $370M AUM 20.46% 1-Year Est. Return
RG
Renaissance Group Covington, Kentucky $2.39B AUM 27.81% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return
QCG
Quadrant Capital Group Cincinnati, Ohio $3.34B AUM 29.16% 1-Year Est. Return
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Bartlett & Co Wealth Management's KNBWY Position: Q2 2019 in Review

Bartlett & Co Wealth Management sold out of KIRIN BREWERY LTD SPONSORED ADR (KNBWY) in Q2 2019, closing a stake of 2,735 shares — an estimated $65.9K sold.

Bartlett & Co Wealth Management first reported a position in KNBWY in Q4 2018 and held it in 2 quarters. The position peaked at $65.9K in Q1 2019. 11 funds tracked by Wall St. Rank hold KNBWY as of Q2 2019.

  • Bartlett & Co Wealth Management reported no remaining KIRIN BREWERY LTD SPONSORED ADR position as of Q2 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 2,735 KIRIN BREWERY LTD SPONSORED ADR shares in Q2 2019, an estimated $65.9K.
  • Bartlett & Co Wealth Management first reported a position in KIRIN BREWERY LTD SPONSORED ADR in Q4 2018 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's KIRIN BREWERY LTD SPONSORED ADR position peaked at $65.9K in Q1 2019.
  • 11 funds tracked by Wall St. Rank held KIRIN BREWERY LTD SPONSORED ADR as of Q2 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2019, filed 13 Feb 2024.