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

Prestige Wealth Management Group’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
2020
Q1 		– Sell
-14
Closed – – 915
2019
Q4 		$0 Buy
+14
New +$278 ﹤0.01% 581
2019
Q1 		– Sell
-35
Closed -$1K – 597
2018
Q4 		$1K Buy
+35
New +$905 ﹤0.01% 969

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CI
Centerstone Investors New York $31.8M AUM 32.46% 1-Year Est. Return

Prestige Wealth Management Group's CCU Position: Q1 2020 in Review

Prestige Wealth Management Group sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2020, closing a stake of 14 shares.

Prestige Wealth Management Group first reported a position in CCU in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q4 2018. 86 funds tracked by Wall St. Rank hold CCU as of Q1 2020.

  • Prestige Wealth Management Group reported no remaining Compañía de Cervecerías Unidas position as of Q1 2020 after selling out during the quarter.
  • Prestige Wealth Management Group sold 14 Compañía de Cervecerías Unidas shares in Q1 2020.
  • Prestige Wealth Management Group first reported a position in Compañía de Cervecerías Unidas in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Compañía de Cervecerías Unidas position peaked at $1K in Q4 2018.
  • 86 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2020.

Based on Prestige Wealth Management Group's 13F filing for Q1 2020, filed 15 May 2020.