Ground Swell Capital’s Compañía de Cervecerías Unidas CCU Stock Holding History

Ground Swell Capital’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
2014 Q3	–	Sell	-100	Closed	-$2K	–	2427
2014 Q2	$2K	Buy	+100	New	+$2.31K	﹤0.01%	1461

Other funds holding CCU

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Ground Swell Capital's CCU Position: Q3 2014 in Review

Ground Swell Capital sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2014, closing a stake of 100 shares — an estimated $2K sold.

Ground Swell Capital first reported a position in CCU in Q2 2014 and held it in 1 quarter. The position peaked at $2K in Q2 2014. 81 funds tracked by Wall St. Rank hold CCU as of Q3 2014.

Ground Swell Capital reported no remaining Compañía de Cervecerías Unidas position as of Q3 2014 after selling out during the quarter.
Ground Swell Capital sold 100 Compañía de Cervecerías Unidas shares in Q3 2014, an estimated $2K.
Ground Swell Capital first reported a position in Compañía de Cervecerías Unidas in Q2 2014 and held it in 1 quarter.
Ground Swell Capital's Compañía de Cervecerías Unidas position peaked at $2K in Q2 2014.
81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.