Blue Bell Private Wealth Management’s AB InBev BUD Stock Holding History

Blue Bell Private Wealth Management’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	-200	Closed	-$27K	–	284
2016 Q3	$27K	Hold	200	–	–	0.02%	257
2016 Q2	$27K	Hold	200	–	–	0.02%	257
2016 Q1	$25K	Hold	200	–	–	0.02%	274
2015 Q4	$25K	Hold	200	–	–	0.02%	282
2015 Q3	$21K	Hold	200	–	–	0.01%	301
2015 Q2	$24K	Hold	200	–	–	0.01%	295
2015 Q1	$24K	Hold	200	–	–	0.01%	289
2014 Q4	$22K	Hold	200	–	–	0.01%	313
2014 Q3	$22K	Hold	200	–	–	0.01%	332
2014 Q2	$23K	Hold	200	–	–	0.01%	312
2014 Q1	$21K	Hold	200	–	–	0.01%	296
2013 Q4	$21K	Buy	+200	New	+$20.4K	0.02%	307

Other funds holding BUD

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Blue Bell Private Wealth Management's BUD Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of AB InBev (BUD) in Q4 2016, closing a stake of 200 shares — an estimated $27K sold.

Blue Bell Private Wealth Management first reported a position in BUD in Q4 2013 and held it in 12 quarters. The position peaked at $27K in Q3 2016. 501 funds tracked by Wall St. Rank hold BUD as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining AB InBev position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 AB InBev shares in Q4 2016, an estimated $27K.
Blue Bell Private Wealth Management first reported a position in AB InBev in Q4 2013 and held it in 12 quarters.
Blue Bell Private Wealth Management's AB InBev position peaked at $27K in Q3 2016.
501 funds tracked by Wall St. Rank held AB InBev as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.