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Waldron Private Wealth’s AB InBev BUD Stock Holding History

Waldron Private Wealth’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
2017
Q2 		– Sell
-2,431
Closed -$267K – 149
2017
Q1 		$267K Buy
+2,431
New +$261K 0.07% 177

Other funds holding BUD

SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SIG
Senator Investment Group New York $2.18B AUM 58.56% 1-Year Est. Return

Waldron Private Wealth's BUD Position: Q2 2017 in Review

Waldron Private Wealth sold out of AB InBev (BUD) in Q2 2017, closing a stake of 2,431 shares — an estimated $267K sold.

Waldron Private Wealth first reported a position in BUD in Q1 2017 and held it in 1 quarter. The position peaked at $267K in Q1 2017. 520 funds tracked by Wall St. Rank hold BUD as of Q2 2017.

  • Waldron Private Wealth reported no remaining AB InBev position as of Q2 2017 after selling out during the quarter.
  • Waldron Private Wealth sold 2,431 AB InBev shares in Q2 2017, an estimated $267K.
  • Waldron Private Wealth first reported a position in AB InBev in Q1 2017 and held it in 1 quarter.
  • Waldron Private Wealth's AB InBev position peaked at $267K in Q1 2017.
  • 520 funds tracked by Wall St. Rank held AB InBev as of Q2 2017.

Based on Waldron Private Wealth's 13F filing for Q2 2017, filed 14 Aug 2017.