Loring Wolcott & Coolidge Fiduciary Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2014 Q2	–	Sell	-500	Closed	-$11K	–	620
2014 Q1	$11K	Hold	500	–	–	﹤0.01%	537
2013 Q4	$12K	Hold	500	–	–	﹤0.01%	510
2013 Q3	$13K	Hold	500	–	–	﹤0.01%	468
2013 Q2	$14K	Buy	+500	New	+$15.2K	﹤0.01%	507

Other funds holding CCU

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CBOA

Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM

ROIC

Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

WGI

Westwood Global Investments Boston, Massachusetts $2.85B AUM 55.09% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

BlackRock Group London, United Kingdom $210B AUM 15.76% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's CCU Position: Q2 2014 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2014, closing a stake of 500 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in CCU in Q2 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2013. 91 funds tracked by Wall St. Rank hold CCU as of Q2 2014.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Compañía de Cervecerías Unidas position as of Q2 2014 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Compañía de Cervecerías Unidas shares in Q2 2014, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Compañía de Cervecerías Unidas in Q2 2013 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Compañía de Cervecerías Unidas position peaked at $14K in Q2 2013.
91 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2014.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2014, filed 12 Aug 2014.