Polaris Wealth Advisory Group’s AB InBev BUD Stock Holding History

Polaris Wealth Advisory Group’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
2016 Q4	–	Sell	-138,010	Closed	-$18.1M	–	116
2016 Q3	$18.1M	Buy	138,010 +7,899	+6%	+$998K	2.17%	13
2016 Q2	$17.1M	Buy	130,111 +18,841	+17%	+$2.37M	2.66%	11
2016 Q1	$13.9M	Buy	111,270 +29,187	+36%	+$3.46M	2.17%	15
2015 Q4	$10.3M	Buy	82,083 +17,405	+27%	+$2.11M	1.66%	20
2015 Q3	$6.88M	Buy	+64,678	New	+$7.51M	1.41%	35
2015 Q2	–	Sell	-40,969	Closed	-$5M	–	70
2015 Q1	$5M	Buy	40,969 +14,628	+56%	+$1.77M	0.91%	41
2014 Q4	$2.96M	Buy	26,341 +2,856	+12%	+$316K	0.61%	52
2014 Q3	$2.6M	Buy	23,485 +3,630	+18%	+$405K	0.58%	41
2014 Q2	$2.28M	Buy	+19,855	New	+$2.18M	0.51%	42

Other funds holding BUD

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Polaris Wealth Advisory Group's BUD Position: Q4 2016 in Review

Polaris Wealth Advisory Group sold out of AB InBev (BUD) in Q4 2016, closing a stake of 138,010 shares — an estimated $18.1M sold.

Polaris Wealth Advisory Group first reported a position in BUD in Q2 2014 and held it in 9 quarters. The position peaked at $18.1M in Q3 2016. 501 funds tracked by Wall St. Rank hold BUD as of Q4 2016.

Polaris Wealth Advisory Group reported no remaining AB InBev position as of Q4 2016 after selling out during the quarter.
Polaris Wealth Advisory Group sold 138,010 AB InBev shares in Q4 2016, an estimated $18.1M.
Polaris Wealth Advisory Group first reported a position in AB InBev in Q2 2014 and held it in 9 quarters.
Polaris Wealth Advisory Group's AB InBev position peaked at $18.1M in Q3 2016.
501 funds tracked by Wall St. Rank held AB InBev as of Q4 2016.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2016, filed 19 Jan 2017.