Evercore Wealth Management’s AB InBev BUD Stock Holding History

Evercore Wealth Management’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 Q1	–	Sell	-945	Closed	-$106K	–	407
2017 Q4	$106K	Hold	945	–	–	﹤0.01%	450
2017 Q3	$113K	Hold	945	–	–	﹤0.01%	439
2017 Q2	$104K	Buy	+945	New	+$108K	﹤0.01%	460
2015 Q4	–	Sell	-4,952	Closed	-$526K	–	1013
2015 Q3	$526K	Sell	4,952 -2,500	-34%	-$290K	0.03%	247
2015 Q2	$897K	Buy	7,452 +3,737	+101%	+$459K	0.04%	207
2015 Q1	$452K	Buy	3,715 +720	+24%	+$87K	0.02%	290
2014 Q4	$337K	Buy	2,995 +2,052	+218%	+$227K	0.02%	300
2014 Q3	$104K	Buy	943 +389	+70%	+$43.4K	0.01%	509
2014 Q2	$64K	Buy	554 +77	+16%	+$8.47K	﹤0.01%	577
2014 Q1	$50K	Hold	477	–	–	﹤0.01%	595
2013 Q4	$51K	Sell	477 -179	-27%	-$18.3K	﹤0.01%	557
2013 Q3	$65K	Buy	656 +211	+47%	+$20.1K	﹤0.01%	537
2013 Q2	$40K	Buy	+445	New	+$42.4K	﹤0.01%	589

Other funds holding BUD

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Evercore Wealth Management's BUD Position: Q1 2018 in Review

Evercore Wealth Management sold out of AB InBev (BUD) in Q1 2018, closing a stake of 945 shares — an estimated $106K sold.

Evercore Wealth Management first reported a position in BUD in Q2 2013 and held it in 13 quarters. The position peaked at $897K in Q2 2015. 588 funds tracked by Wall St. Rank hold BUD as of Q1 2018.

Evercore Wealth Management reported no remaining AB InBev position as of Q1 2018 after selling out during the quarter.
Evercore Wealth Management sold 945 AB InBev shares in Q1 2018, an estimated $106K.
Evercore Wealth Management first reported a position in AB InBev in Q2 2013 and held it in 13 quarters.
Evercore Wealth Management's AB InBev position peaked at $897K in Q2 2015.
588 funds tracked by Wall St. Rank held AB InBev as of Q1 2018.

Based on Evercore Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.