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Waverton Investment Management’s Ambev ABEV Stock Holding History

Waverton Investment 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
Q4 		– Sell
-38,500
Closed -$252K – 94
2014
Q3 		$252K Hold
38,500
– – 0.02% 93
2014
Q2 		$271K Sell
38,500
-9,025
-19% -$66.4K 0.02% 93
2014
Q1 		$352K Sell
47,525
-6,500
-12% -$45.5K 0.02% 160
2013
Q4 		$397K Buy
+54,025
New +$395K 0.02% 159

Other funds holding ABEV

VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Waverton Investment Management's ABEV Position: Q4 2014 in Review

Waverton Investment Management sold out of Ambev (ABEV) in Q4 2014, closing a stake of 38,500 shares — an estimated $252K sold.

Waverton Investment Management first reported a position in ABEV in Q4 2013 and held it in 4 quarters. The position peaked at $397K in Q4 2013. 298 funds tracked by Wall St. Rank hold ABEV as of Q4 2014.

  • Waverton Investment Management reported no remaining Ambev position as of Q4 2014 after selling out during the quarter.
  • Waverton Investment Management sold 38,500 Ambev shares in Q4 2014, an estimated $252K.
  • Waverton Investment Management first reported a position in Ambev in Q4 2013 and held it in 4 quarters.
  • Waverton Investment Management's Ambev position peaked at $397K in Q4 2013.
  • 298 funds tracked by Wall St. Rank held Ambev as of Q4 2014.

Based on Waverton Investment Management's 13F filing for Q4 2014, filed 8 Jan 2015.