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IBEX Wealth Advisors’s AB InBev BUD Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-127
Closed -$13K – 114
2016
Q4 		$13K Sell
127
-22,592
-99% -$2.53M 0.01% 264
2016
Q3 		$2.99M Buy
+22,719
New +$2.87M 1.64% 20

Other funds holding BUD

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

IBEX Wealth Advisors's BUD Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of AB InBev (BUD) in Q1 2017, closing a stake of 127 shares — an estimated $13K sold.

IBEX Wealth Advisors first reported a position in BUD in Q3 2016 and held it in 2 quarters. The position peaked at $2.99M in Q3 2016. 515 funds tracked by Wall St. Rank hold BUD as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining AB InBev position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 127 AB InBev shares in Q1 2017, an estimated $13K.
  • IBEX Wealth Advisors first reported a position in AB InBev in Q3 2016 and held it in 2 quarters.
  • IBEX Wealth Advisors's AB InBev position peaked at $2.99M in Q3 2016.
  • 515 funds tracked by Wall St. Rank held AB InBev as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.