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Carlton Hofferkamp & Jenks Wealth Management’s AB InBev BUD Stock Holding History

Carlton Hofferkamp & Jenks 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
2018
Q4 		– Sell
-3,780
Closed -$331K – 85
2018
Q3 		$331K Buy
3,780
+1,200
+47% +$117K 0.2% 77
2018
Q2 		$253K Sell
2,580
-100
-4% -$9.92K 0.16% 80
2018
Q1 		$293K Sell
2,680
-750
-22% -$83.2K 0.2% 76
2017
Q4 		$382K Buy
3,430
+225
+7% +$26.5K 0.24% 75
2017
Q3 		$382K Buy
+3,205
New +$375K 0.24% 73

Other funds holding BUD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's BUD Position: Q4 2018 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of AB InBev (BUD) in Q4 2018, closing a stake of 3,780 shares — an estimated $331K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in BUD in Q3 2017 and held it in 5 quarters. The position peaked at $382K in Q4 2017. 513 funds tracked by Wall St. Rank hold BUD as of Q4 2018.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining AB InBev position as of Q4 2018 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 3,780 AB InBev shares in Q4 2018, an estimated $331K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in AB InBev in Q3 2017 and held it in 5 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's AB InBev position peaked at $382K in Q4 2017.
  • 513 funds tracked by Wall St. Rank held AB InBev as of Q4 2018.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q4 2018, filed 29 Jan 2019.