FineMark National Bank & Trust’s AB InBev BUD Stock Holding History

FineMark National Bank & Trust’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 Q4	–	Sell	-2,600	Closed	-$228K	–	335
2018 Q3	$228K	Buy	+2,600	New	+$253K	0.01%	290
2017 Q1	–	Sell	-10	Closed	-$1K	–	452
2016 Q4	$1K	Sell	10 -260	-96%	-$29.1K	﹤0.01%	1215
2016 Q3	$35K	Hold	270	–	–	﹤0.01%	690
2016 Q2	$36K	Sell	270 -60	-18%	-$7.55K	﹤0.01%	683
2016 Q1	$41K	Buy	330 +50	+18%	+$5.93K	﹤0.01%	619
2015 Q4	$35K	Sell	280 -18,556	-99%	-$2.25M	﹤0.01%	691
2015 Q3	$2M	Buy	18,836 +1,652	+10%	+$192K	0.27%	93
2015 Q2	$2.07M	Buy	17,184 +2,502	+17%	+$307K	0.27%	97
2015 Q1	$1.79M	Buy	14,682 +9,597	+189%	+$1.16M	0.24%	107
2014 Q4	$571K	Sell	5,085 -21	-0.4%	-$2.33K	0.08%	193
2014 Q3	$566K	Buy	5,106 +98	+2%	+$10.9K	0.09%	181
2014 Q2	$576K	Buy	5,008 +26	+0.5%	+$2.86K	0.1%	182
2014 Q1	$525K	Buy	4,982 +1,627	+48%	+$165K	0.1%	176
2013 Q4	$358K	Buy	3,355 +10	+0.3%	+$1.02K	0.07%	222
2013 Q3	$332K	Sell	3,345 -167	-5%	-$15.9K	0.08%	212
2013 Q2	$317K	Buy	+3,512	New	+$335K	0.1%	195

Other funds holding BUD

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

FineMark National Bank & Trust's BUD Position: Q4 2018 in Review

FineMark National Bank & Trust sold out of AB InBev (BUD) in Q4 2018, closing a stake of 2,600 shares — an estimated $228K sold.

FineMark National Bank & Trust first reported a position in BUD in Q2 2013 and held it in 16 quarters. The position peaked at $2.07M in Q2 2015. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2018.

FineMark National Bank & Trust reported no remaining AB InBev position as of Q4 2018 after selling out during the quarter.
FineMark National Bank & Trust sold 2,600 AB InBev shares in Q4 2018, an estimated $228K.
FineMark National Bank & Trust first reported a position in AB InBev in Q2 2013 and held it in 16 quarters.
FineMark National Bank & Trust's AB InBev position peaked at $2.07M in Q2 2015.
514 funds tracked by Wall St. Rank held AB InBev as of Q4 2018.

Based on FineMark National Bank & Trust's 13F filing for Q4 2018, filed 7 Feb 2019.