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Squar Milner Financial Services’s Compañía de Cervecerías Unidas CCU Stock Holding History

Squar Milner Financial Services’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
2019
Q2 		– Sell
-276
Closed -$8K – 810
2019
Q1 		$8K Buy
+276
New +$7.7K 0.01% 557

Other funds holding CCU

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Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Squar Milner Financial Services's CCU Position: Q2 2019 in Review

Squar Milner Financial Services sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2019, closing a stake of 276 shares — an estimated $8K sold.

Squar Milner Financial Services first reported a position in CCU in Q1 2019 and held it in 1 quarter. The position peaked at $8K in Q1 2019. 120 funds tracked by Wall St. Rank hold CCU as of Q2 2019.

  • Squar Milner Financial Services reported no remaining Compañía de Cervecerías Unidas position as of Q2 2019 after selling out during the quarter.
  • Squar Milner Financial Services sold 276 Compañía de Cervecerías Unidas shares in Q2 2019, an estimated $8K.
  • Squar Milner Financial Services first reported a position in Compañía de Cervecerías Unidas in Q1 2019 and held it in 1 quarter.
  • Squar Milner Financial Services's Compañía de Cervecerías Unidas position peaked at $8K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2019.

Based on Squar Milner Financial Services's 13F filing for Q2 2019, filed 25 Jul 2019.