HFP
BUD icon

Holistic Financial Partners’s AB InBev BUD Stock Holding History

Holistic Financial Partners’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
-52
Closed -$6K – 80
2018
Q1 		$6K Hold
52
– – 0.01% 354
2017
Q4 		$6K Buy
+52
New +$6.12K ﹤0.01% 362

Other funds holding BUD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Holistic Financial Partners's BUD Position: Q2 2018 in Review

Holistic Financial Partners sold out of AB InBev (BUD) in Q2 2018, closing a stake of 52 shares — an estimated $6K sold.

Holistic Financial Partners first reported a position in BUD in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 564 funds tracked by Wall St. Rank hold BUD as of Q2 2018.

  • Holistic Financial Partners reported no remaining AB InBev position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 52 AB InBev shares in Q2 2018, an estimated $6K.
  • Holistic Financial Partners first reported a position in AB InBev in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's AB InBev position peaked at $6K in Q1 2018.
  • 564 funds tracked by Wall St. Rank held AB InBev as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.