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JNBA Financial Advisors’s Ambev ABEV Stock Holding History

JNBA Financial Advisors’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,886
Closed -$42K – 479
2016
Q3 		$42K Buy
+6,886
New +$41.2K 0.01% 575
2015
Q4 		– Sell
-4,000
Closed -$20K – 518
2015
Q3 		$20K Sell
4,000
-5,000
-56% -$27.1K 0.01% 281
2015
Q2 		$55K Sell
9,000
-1,750
-16% -$10.8K 0.02% 174
2015
Q1 		$62K Buy
10,750
+2,000
+23% +$12.4K 0.02% 165
2014
Q4 		$54K Buy
+8,750
New +$55.3K 0.02% 181

Other funds holding ABEV

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

JNBA Financial Advisors's ABEV Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Ambev (ABEV) in Q4 2016, closing a stake of 6,886 shares — an estimated $42K sold.

JNBA Financial Advisors first reported a position in ABEV in Q4 2014 and held it in 5 quarters. The position peaked at $62K in Q1 2015. 293 funds tracked by Wall St. Rank hold ABEV as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Ambev position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 6,886 Ambev shares in Q4 2016, an estimated $42K.
  • JNBA Financial Advisors first reported a position in Ambev in Q4 2014 and held it in 5 quarters.
  • JNBA Financial Advisors's Ambev position peaked at $62K in Q1 2015.
  • 293 funds tracked by Wall St. Rank held Ambev as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.