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Smith & Howard Wealth Management’s Ambev ABEV Stock Holding History

Smith & Howard Wealth Management’s Portfolio ABEV Stock Details ABEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-150
Closed -$1K – 42
2013
Q4 		$1K Buy
+150
New +$1.1K ﹤0.01% 237

Other funds holding ABEV

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Smith & Howard Wealth Management's ABEV Position: Q1 2014 in Review

Smith & Howard Wealth Management sold out of Ambev (ABEV) in Q1 2014, closing a stake of 150 shares — an estimated $1K sold.

Smith & Howard Wealth Management first reported a position in ABEV in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 313 funds tracked by Wall St. Rank hold ABEV as of Q1 2014.

  • Smith & Howard Wealth Management reported no remaining Ambev position as of Q1 2014 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 150 Ambev shares in Q1 2014, an estimated $1K.
  • Smith & Howard Wealth Management first reported a position in Ambev in Q4 2013 and held it in 1 quarter.
  • Smith & Howard Wealth Management's Ambev position peaked at $1K in Q4 2013.
  • 313 funds tracked by Wall St. Rank held Ambev as of Q1 2014.

Based on Smith & Howard Wealth Management's 13F filing for Q1 2014, filed 15 May 2014.