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Liberty Wealth Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

Liberty Wealth Management’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
2019
Q3 		– Sell
-47
Closed -$1K – 881
2019
Q2 		$1K Sell
47
-1
-2% -$27 ﹤0.01% 803
2019
Q1 		$1K Buy
48
+23
+92% +$641 ﹤0.01% 660
2018
Q4 		$0 Buy
+25
New +$647 ﹤0.01% 756

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Liberty Wealth Management's CCU Position: Q3 2019 in Review

Liberty Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2019, closing a stake of 47 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in CCU in Q4 2018 and held it in 3 quarters. The position peaked at $1K in Q2 2019. 108 funds tracked by Wall St. Rank hold CCU as of Q3 2019.

  • Liberty Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q3 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 47 Compañía de Cervecerías Unidas shares in Q3 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q4 2018 and held it in 3 quarters.
  • Liberty Wealth Management's Compañía de Cervecerías Unidas position peaked at $1K in Q2 2019.
  • 108 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2019.

Based on Liberty Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.