PFG
SAM icon

Piershale Financial Group’s Boston Beer SAM Stock Holding History

Piershale Financial Group’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
2016
Q2 		– Sell
-55
Closed -$10K – 156
2016
Q1 		$10K Buy
+55
New +$10K 0.01% 83
2015
Q2 		– Sell
-64
Closed -$17K – 138
2015
Q1 		$17K Buy
+64
New +$18.5K 0.01% 62

Other funds holding SAM

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Piershale Financial Group's SAM Position: Q2 2016 in Review

Piershale Financial Group sold out of Boston Beer (SAM) in Q2 2016, closing a stake of 55 shares — an estimated $10K sold.

Piershale Financial Group first reported a position in SAM in Q1 2015 and held it in 2 quarters. The position peaked at $17K in Q1 2015. 199 funds tracked by Wall St. Rank hold SAM as of Q2 2016.

  • Piershale Financial Group reported no remaining Boston Beer position as of Q2 2016 after selling out during the quarter.
  • Piershale Financial Group sold 55 Boston Beer shares in Q2 2016, an estimated $10K.
  • Piershale Financial Group first reported a position in Boston Beer in Q1 2015 and held it in 2 quarters.
  • Piershale Financial Group's Boston Beer position peaked at $17K in Q1 2015.
  • 199 funds tracked by Wall St. Rank held Boston Beer as of Q2 2016.

Based on Piershale Financial Group's 13F filing for Q2 2016, filed 15 Jul 2016.