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Rockefeller Financial Services’s AB InBev BUD Stock Holding History

Rockefeller Financial Services’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
2015
Q2 		– Sell
-102
Closed -$12K – 474
2015
Q1 		$12K Buy
+102
New +$12.3K ﹤0.01% 479
2014
Q3 		– Sell
-299
Closed -$34K – 495
2014
Q2 		$34K Buy
+299
New +$32.9K ﹤0.01% 431

Other funds holding BUD

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
SIG
Senator Investment Group New York $2.74B AUM 55.95% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

Rockefeller Financial Services's BUD Position: Q2 2015 in Review

Rockefeller Financial Services sold out of AB InBev (BUD) in Q2 2015, closing a stake of 102 shares — an estimated $12K sold.

Rockefeller Financial Services first reported a position in BUD in Q2 2014 and held it in 2 quarters. The position peaked at $34K in Q2 2014. 466 funds tracked by Wall St. Rank hold BUD as of Q2 2015.

  • Rockefeller Financial Services reported no remaining AB InBev position as of Q2 2015 after selling out during the quarter.
  • Rockefeller Financial Services sold 102 AB InBev shares in Q2 2015, an estimated $12K.
  • Rockefeller Financial Services first reported a position in AB InBev in Q2 2014 and held it in 2 quarters.
  • Rockefeller Financial Services's AB InBev position peaked at $34K in Q2 2014.
  • 466 funds tracked by Wall St. Rank held AB InBev as of Q2 2015.

Based on Rockefeller Financial Services's 13F filing for Q2 2015, filed 14 Jul 2015.