EWM
ABEV icon

Evercore Wealth Management’s Ambev ABEV Stock Holding History

Evercore Wealth Management’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
2015
Q4 		– Sell
-10,221
Closed -$49K – 1000
2015
Q3 		$49K Hold
10,221
– – ﹤0.01% 588
2015
Q2 		$62K Buy
10,221
+2,134
+26% +$13.2K ﹤0.01% 595
2015
Q1 		$47K Buy
8,087
+2,958
+58% +$18.4K ﹤0.01% 635
2014
Q4 		$32K Buy
+5,129
New +$32.4K ﹤0.01% 600

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's ABEV Position: Q4 2015 in Review

Evercore Wealth Management sold out of Ambev (ABEV) in Q4 2015, closing a stake of 10,221 shares — an estimated $49K sold.

Evercore Wealth Management first reported a position in ABEV in Q4 2014 and held it in 4 quarters. The position peaked at $62K in Q2 2015. 302 funds tracked by Wall St. Rank hold ABEV as of Q4 2015.

  • Evercore Wealth Management reported no remaining Ambev position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 10,221 Ambev shares in Q4 2015, an estimated $49K.
  • Evercore Wealth Management first reported a position in Ambev in Q4 2014 and held it in 4 quarters.
  • Evercore Wealth Management's Ambev position peaked at $62K in Q2 2015.
  • 302 funds tracked by Wall St. Rank held Ambev as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.