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MSFP
Mark Sheptoff Financial Planning’s
AB InBev
BUD
Stock Holding History
Mark Sheptoff Financial Planning’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
2019
Q2
–
Sell
-100
Closed
-$8K
–
349
2019
Q1
$8K
Hold
100
–
–
0.01%
276
2018
Q4
$7K
Hold
100
–
–
0.01%
261
2018
Q3
$9K
Sell
100
-500
-83%
-$48.7K
0.01%
293
2018
Q2
$60K
Sell
600
-2,500
-81%
-$248K
0.04%
145
2018
Q1
$341K
Hold
3,100
–
–
0.24%
81
2017
Q4
$346K
Sell
3,100
-100
-3%
-$11.8K
0.23%
83
2017
Q3
$382K
Sell
3,200
-1,470
-31%
-$172K
0.26%
77
2017
Q2
$515K
Sell
4,670
-551
-11%
-$63.1K
0.35%
64
2017
Q1
$573K
Sell
5,221
-1,249
-19%
-$134K
0.41%
62
2016
Q4
$682K
Hold
6,470
–
–
0.51%
54
2016
Q3
$850K
Hold
6,470
–
–
0.63%
44
2016
Q2
$852K
Hold
6,470
–
–
0.64%
42
2016
Q1
$807K
Hold
6,470
–
–
0.66%
40
2015
Q4
$809K
Sell
6,470
-1,427
-18%
-$173K
0.66%
39
2015
Q3
$840K
Sell
7,897
-1,637
-17%
-$190K
0.74%
34
2015
Q2
$1.15M
Buy
9,534
+114
+1%
+$14K
0.93%
31
2015
Q1
$1.15M
Buy
9,420
+1,670
+22%
+$202K
0.96%
32
2014
Q4
$870K
Hold
7,750
–
–
0.77%
41
2014
Q3
$859K
Sell
7,750
-1,400
-15%
-$156K
0.76%
38
2014
Q2
$1.05M
Hold
9,150
–
–
0.9%
34
2014
Q1
$963K
Buy
+9,150
New
+$928K
0.85%
35
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Goldman Sachs
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$761B AUM
31.28%
1-Year Est. Return
Lazard Asset Management
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$60.7B AUM
22.47%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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