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JNBA Financial Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

JNBA Financial Advisors’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
2016
Q4 		– Sell
-1,208
Closed -$24K – 628
2016
Q3 		$24K Buy
+1,208
New +$26.5K ﹤0.01% 747

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

JNBA Financial Advisors sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2016, closing a stake of 1,208 shares — an estimated $24K sold.

JNBA Financial Advisors first reported a position in CCU in Q3 2016 and held it in 1 quarter. The position peaked at $24K in Q3 2016. 73 funds tracked by Wall St. Rank hold CCU as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Compañía de Cervecerías Unidas position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,208 Compañía de Cervecerías Unidas shares in Q4 2016, an estimated $24K.
  • JNBA Financial Advisors first reported a position in Compañía de Cervecerías Unidas in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Compañía de Cervecerías Unidas position peaked at $24K in Q3 2016.
  • 73 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2016.

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