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

Perigon 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
2017
Q1 		– Sell
-263
Closed -$6K – 628
2016
Q4 		$6K Buy
+263
New +$5.41K ﹤0.01% 623

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Macquarie Group
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TM
Tikvah Management Charlotte, North Carolina $323M AUM 69.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Perigon Wealth Management's CCU Position: Q1 2017 in Review

Perigon Wealth Management sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2017, closing a stake of 263 shares — an estimated $6K sold.

Perigon Wealth Management first reported a position in CCU in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 69 funds tracked by Wall St. Rank hold CCU as of Q1 2017.

  • Perigon Wealth Management reported no remaining Compañía de Cervecerías Unidas position as of Q1 2017 after selling out during the quarter.
  • Perigon Wealth Management sold 263 Compañía de Cervecerías Unidas shares in Q1 2017, an estimated $6K.
  • Perigon Wealth Management first reported a position in Compañía de Cervecerías Unidas in Q4 2016 and held it in 1 quarter.
  • Perigon Wealth Management's Compañía de Cervecerías Unidas position peaked at $6K in Q4 2016.
  • 69 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2017.

Based on Perigon Wealth Management's 13F filing for Q1 2017, filed 6 Jun 2017.