Cavalier Investments’s Compañía de Cervecerías Unidas CCU Stock Holding History

Cavalier Investments’s Portfolio CCU Stock Details CCU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-11,000	Closed	-$325K	–	171
2017 Q4	$325K	Buy	+11,000	New	+$301K	0.13%	119

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return

Cavalier Investments's CCU Position: Q1 2018 in Review

Cavalier Investments sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2018, closing a stake of 11,000 shares — an estimated $325K sold.

Cavalier Investments first reported a position in CCU in Q4 2017 and held it in 1 quarter. The position peaked at $325K in Q4 2017. 108 funds tracked by Wall St. Rank hold CCU as of Q1 2018.

Cavalier Investments reported no remaining Compañía de Cervecerías Unidas position as of Q1 2018 after selling out during the quarter.
Cavalier Investments sold 11,000 Compañía de Cervecerías Unidas shares in Q1 2018, an estimated $325K.
Cavalier Investments first reported a position in Compañía de Cervecerías Unidas in Q4 2017 and held it in 1 quarter.
Cavalier Investments's Compañía de Cervecerías Unidas position peaked at $325K in Q4 2017.
108 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2018.

Based on Cavalier Investments's 13F filing for Q1 2018, filed 10 May 2018.