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Essex Financial Services’s AB InBev BUD Stock Holding History

Essex Financial Services’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
2018
Q2 		– Sell
-2,481
Closed -$273K – 286
2018
Q1 		$273K Sell
2,481
-566
-19% -$62.8K 0.05% 282
2017
Q4 		$340K Buy
3,047
+3
+0.1% +$353 0.08% 196
2017
Q3 		$363K Buy
3,044
+91
+3% +$10.7K 0.09% 185
2017
Q2 		$326K Buy
2,953
+4
+0.1% +$458 0.07% 257
2017
Q1 		$323K Sell
2,949
-122
-4% -$13.1K 0.07% 241
2016
Q4 		$324K Sell
3,071
-22
-0.7% -$2.47K 0.07% 239
2016
Q3 		$404K Sell
3,093
-170
-5% -$21.5K 0.1% 198
2016
Q2 		$430K Buy
3,263
+4
+0.1% +$504 0.1% 185
2016
Q1 		$406K Hold
3,259
– – 0.1% 194
2015
Q4 		$407K Sell
3,259
-478
-13% -$57.8K 0.1% 200
2015
Q3 		$397K Buy
3,737
+327
+10% +$38K 0.1% 201
2015
Q2 		$411K Buy
3,410
+4
+0.1% +$491 0.11% 200
2015
Q1 		$415K Buy
3,406
+321
+10% +$38.8K 0.11% 201
2014
Q4 		$347K Hold
3,085
– – 0.09% 214
2014
Q3 		$342K Buy
3,085
+50
+2% +$5.58K 0.1% 210
2014
Q2 		$349K Sell
3,035
-48
-2% -$5.28K 0.1% 206
2014
Q1 		$325K Buy
3,083
+750
+32% +$76.1K 0.11% 205
2013
Q4 		$248K Buy
2,333
+130
+6% +$13.3K 0.08% 231
2013
Q3 		$219K Sell
2,203
-97
-4% -$9.24K 0.07% 235
2013
Q2 		$208K Buy
+2,300
New +$219K 0.07% 243

Other funds holding BUD

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Essex Financial Services's BUD Position: Q2 2018 in Review

Essex Financial Services sold out of AB InBev (BUD) in Q2 2018, closing a stake of 2,481 shares — an estimated $273K sold.

Essex Financial Services first reported a position in BUD in Q2 2013 and held it in 20 quarters. The position peaked at $430K in Q2 2016. 564 funds tracked by Wall St. Rank hold BUD as of Q2 2018.

  • Essex Financial Services reported no remaining AB InBev position as of Q2 2018 after selling out during the quarter.
  • Essex Financial Services sold 2,481 AB InBev shares in Q2 2018, an estimated $273K.
  • Essex Financial Services first reported a position in AB InBev in Q2 2013 and held it in 20 quarters.
  • Essex Financial Services's AB InBev position peaked at $430K in Q2 2016.
  • 564 funds tracked by Wall St. Rank held AB InBev as of Q2 2018.

Based on Essex Financial Services's 13F filing for Q2 2018, filed 7 Aug 2018.