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McNamara Financial Services’s Boston Beer SAM Stock Holding History

McNamara Financial Services’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-20
Closed -$6K – 141
2014
Q4 		$6K Buy
+20
New +$5.07K 0.01% 174

Other funds holding SAM

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

McNamara Financial Services's SAM Position: Q1 2015 in Review

McNamara Financial Services sold out of Boston Beer (SAM) in Q1 2015, closing a stake of 20 shares — an estimated $6K sold.

McNamara Financial Services first reported a position in SAM in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 230 funds tracked by Wall St. Rank hold SAM as of Q1 2015.

  • McNamara Financial Services reported no remaining Boston Beer position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 20 Boston Beer shares in Q1 2015, an estimated $6K.
  • McNamara Financial Services first reported a position in Boston Beer in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Boston Beer position peaked at $6K in Q4 2014.
  • 230 funds tracked by Wall St. Rank held Boston Beer as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.