McKinley Capital Management’s Compañía de Cervecerías Unidas CCU Stock Holding History

McKinley Capital 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
2017 Q4	–	Sell	-143,410	Closed	-$3.86M	–	335
2017 Q3	$3.86M	Sell	143,410 -37,650	-21%	-$1.01M	0.16%	106
2017 Q2	$4.75M	Buy	+181,060	New	+$4.72M	0.18%	92
2016 Q1	–	Sell	-23,480	Closed	-$509K	–	347
2015 Q4	$509K	Sell	23,480 -8,670	-27%	-$200K	0.02%	252
2015 Q3	$712K	Buy	+32,150	New	+$706K	0.03%	227

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

CBOA

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

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

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

IVA

International Value Advisers $615M AUM 6.37% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

McKinley Capital Management's CCU Position: Q4 2017 in Review

McKinley Capital Management sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2017, closing a stake of 143,410 shares — an estimated $3.86M sold.

McKinley Capital Management first reported a position in CCU in Q3 2015 and held it in 4 quarters. The position peaked at $4.75M in Q2 2017. 100 funds tracked by Wall St. Rank hold CCU as of Q4 2017.

McKinley Capital Management reported no remaining Compañía de Cervecerías Unidas position as of Q4 2017 after selling out during the quarter.
McKinley Capital Management sold 143,410 Compañía de Cervecerías Unidas shares in Q4 2017, an estimated $3.86M.
McKinley Capital Management first reported a position in Compañía de Cervecerías Unidas in Q3 2015 and held it in 4 quarters.
McKinley Capital Management's Compañía de Cervecerías Unidas position peaked at $4.75M in Q2 2017.
100 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2017.

Based on McKinley Capital Management's 13F filing for Q4 2017, filed 8 Feb 2018.