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Cypress Wealth Advisors’s Ambev ABEV Stock Holding History

Cypress Wealth Advisors’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,618
Closed -$56K – 202
2015
Q4 		$56K Buy
12,618
+566
+5% +$2.77K 0.03% 185
2015
Q3 		$59K Buy
+12,052
New +$65.4K 0.03% 181

Other funds holding ABEV

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cypress Wealth Advisors's ABEV Position: Q1 2016 in Review

Cypress Wealth Advisors sold out of Ambev (ABEV) in Q1 2016, closing a stake of 12,618 shares — an estimated $56K sold.

Cypress Wealth Advisors first reported a position in ABEV in Q3 2015 and held it in 2 quarters. The position peaked at $59K in Q3 2015. 300 funds tracked by Wall St. Rank hold ABEV as of Q1 2016.

  • Cypress Wealth Advisors reported no remaining Ambev position as of Q1 2016 after selling out during the quarter.
  • Cypress Wealth Advisors sold 12,618 Ambev shares in Q1 2016, an estimated $56K.
  • Cypress Wealth Advisors first reported a position in Ambev in Q3 2015 and held it in 2 quarters.
  • Cypress Wealth Advisors's Ambev position peaked at $59K in Q3 2015.
  • 300 funds tracked by Wall St. Rank held Ambev as of Q1 2016.

Based on Cypress Wealth Advisors's 13F filing for Q1 2016, filed 12 May 2016.