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SevenBridge Financial Group’s Boston Beer SAM Stock Holding History

SevenBridge 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
2017
Q3 		– Sell
-7
Closed -$1K – 655
2017
Q2 		$1K Hold
7
– – ﹤0.01% 624
2017
Q1 		$1K Sell
7
-6
-46% -$939 ﹤0.01% 612
2016
Q4 		$2K Hold
13
– – ﹤0.01% 593
2016
Q3 		$2K Hold
13
– – ﹤0.01% 576
2016
Q2 		$2K Buy
+13
New +$2.1K ﹤0.01% 688

Other funds holding SAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return

SevenBridge Financial Group's SAM Position: Q3 2017 in Review

SevenBridge Financial Group sold out of Boston Beer (SAM) in Q3 2017, closing a stake of 7 shares — an estimated $1K sold.

SevenBridge Financial Group first reported a position in SAM in Q2 2016 and held it in 5 quarters. The position peaked at $2K in Q4 2016. 238 funds tracked by Wall St. Rank hold SAM as of Q3 2017.

  • SevenBridge Financial Group reported no remaining Boston Beer position as of Q3 2017 after selling out during the quarter.
  • SevenBridge Financial Group sold 7 Boston Beer shares in Q3 2017, an estimated $1K.
  • SevenBridge Financial Group first reported a position in Boston Beer in Q2 2016 and held it in 5 quarters.
  • SevenBridge Financial Group's Boston Beer position peaked at $2K in Q4 2016.
  • 238 funds tracked by Wall St. Rank held Boston Beer as of Q3 2017.

Based on SevenBridge Financial Group's 13F filing for Q3 2017, filed 13 Nov 2017.