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Charter Oak Partners Management’s AB InBev BUD Stock Holding History

Charter Oak Partners 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
2013
Q3 		– Sell
-4,844
Closed -$437K – 34
2013
Q2 		$437K Buy
+4,844
New +$461K 0.35% 31

Other funds holding BUD

Wellington Management Group
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IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charter Oak Partners Management's BUD Position: Q3 2013 in Review

Charter Oak Partners Management sold out of AB InBev (BUD) in Q3 2013, closing a stake of 4,844 shares — an estimated $437K sold.

Charter Oak Partners Management first reported a position in BUD in Q2 2013 and held it in 1 quarter. The position peaked at $437K in Q2 2013. 347 funds tracked by Wall St. Rank hold BUD as of Q3 2013.

  • Charter Oak Partners Management reported no remaining AB InBev position as of Q3 2013 after selling out during the quarter.
  • Charter Oak Partners Management sold 4,844 AB InBev shares in Q3 2013, an estimated $437K.
  • Charter Oak Partners Management first reported a position in AB InBev in Q2 2013 and held it in 1 quarter.
  • Charter Oak Partners Management's AB InBev position peaked at $437K in Q2 2013.
  • 347 funds tracked by Wall St. Rank held AB InBev as of Q3 2013.

Based on Charter Oak Partners Management's 13F filing for Q3 2013, filed 13 Nov 2013.