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Smith Salley Wealth Management’s AB InBev BUD Stock Holding History

Smith Salley Wealth Management’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
Q1 		– Sell
-12,938
Closed -$1.62M – 160
2015
Q4 		$1.62M Sell
12,938
-16,660
-56% -$2.02M 0.4% 76
2015
Q3 		$3.15M Sell
29,598
-565
-2% -$65.6K 0.85% 42
2015
Q2 		$3.64M Buy
30,163
+283
+0.9% +$34.7K 0.93% 38
2015
Q1 		$3.64M Buy
29,880
+938
+3% +$113K 0.93% 41
2014
Q4 		$3.25M Buy
28,942
+377
+1% +$41.8K 0.84% 41
2014
Q3 		$3.17M Sell
28,565
-8,654
-23% -$966K 0.84% 42
2014
Q2 		$4.28M Buy
37,219
+5,290
+17% +$582K 1.14% 25
2014
Q1 		$3.36M Buy
31,929
+47
+0.1% +$4.77K 2.1% 13
2013
Q4 		$3.39M Buy
31,882
+66
+0.2% +$6.74K 2.21% 13
2013
Q3 		$3.16M Buy
31,816
+662
+2% +$63.1K 2.54% 10
2013
Q2 		$2.81M Buy
+31,154
New +$2.97M 2.26% 16

Other funds holding BUD

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
GRQ
Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Smith Salley Wealth Management's BUD Position: Q1 2016 in Review

Smith Salley Wealth Management sold out of AB InBev (BUD) in Q1 2016, closing a stake of 12,938 shares — an estimated $1.62M sold.

Smith Salley Wealth Management first reported a position in BUD in Q2 2013 and held it in 11 quarters. The position peaked at $4.28M in Q2 2014. 487 funds tracked by Wall St. Rank hold BUD as of Q1 2016.

  • Smith Salley Wealth Management reported no remaining AB InBev position as of Q1 2016 after selling out during the quarter.
  • Smith Salley Wealth Management sold 12,938 AB InBev shares in Q1 2016, an estimated $1.62M.
  • Smith Salley Wealth Management first reported a position in AB InBev in Q2 2013 and held it in 11 quarters.
  • Smith Salley Wealth Management's AB InBev position peaked at $4.28M in Q2 2014.
  • 487 funds tracked by Wall St. Rank held AB InBev as of Q1 2016.

Based on Smith Salley Wealth Management's 13F filing for Q1 2016, filed 10 May 2016.