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Deane Retirement Strategies’s Boston Beer SAM Stock Holding History

Deane Retirement Strategies’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-16
Closed -$4.11K – 31
2015
Q1 		$4K Buy
+16
New +$4.64K ﹤0.01% 54

Other funds holding SAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

Deane Retirement Strategies's SAM Position: Q2 2015 in Review

Deane Retirement Strategies sold out of Boston Beer (SAM) in Q2 2015, closing a stake of 16 shares — an estimated $4.11K sold.

Deane Retirement Strategies first reported a position in SAM in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 219 funds tracked by Wall St. Rank hold SAM as of Q2 2015.

  • Deane Retirement Strategies reported no remaining Boston Beer position as of Q2 2015 after selling out during the quarter.
  • Deane Retirement Strategies sold 16 Boston Beer shares in Q2 2015, an estimated $4.11K.
  • Deane Retirement Strategies first reported a position in Boston Beer in Q1 2015 and held it in 1 quarter.
  • Deane Retirement Strategies's Boston Beer position peaked at $4K in Q1 2015.
  • 219 funds tracked by Wall St. Rank held Boston Beer as of Q2 2015.

Based on Deane Retirement Strategies's 13F filing for Q2 2015, filed 25 Aug 2016.