Endurance Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Endurance Wealth Management’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	-1,000	Closed	-$30K	–	517
2017 Q4	$30K	Buy	+1,000	New	+$27.4K	﹤0.01%	310

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

Endurance Wealth Management's CCU Position: Q1 2018 in Review

Endurance Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2018, closing a stake of 1,000 shares — an estimated $30K sold.

Endurance Wealth Management first reported a position in CCU in Q4 2017 and held it in 1 quarter. The position peaked at $30K in Q4 2017. 108 funds tracked by Wall St. Rank hold CCU as of Q1 2018.

Endurance Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q1 2018 after selling out during the quarter.
Endurance Wealth Management sold 1,000 Compañía de Cervecerías Unidas shares in Q1 2018, an estimated $30K.
Endurance Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q4 2017 and held it in 1 quarter.
Endurance Wealth Management's Compañía de Cervecerías Unidas position peaked at $30K in Q4 2017.
108 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2018.

Based on Endurance Wealth Management's 13F filing for Q1 2018, filed 19 Apr 2018.