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Wellesley Investment Partners’s AB InBev BUD Stock Holding History

Wellesley Investment Partners’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
Q3 		– Sell
-6,797
Closed -$750K – 119
2017
Q2 		$750K Buy
6,797
+384
+6% +$44K 0.32% 63
2017
Q1 		$703K Buy
6,413
+1,083
+20% +$116K 0.31% 62
2016
Q4 		$562K Sell
5,330
-155
-3% -$17.4K 0.27% 63
2016
Q3 		$720K Buy
5,485
+280
+5% +$35.4K 0.37% 48
2016
Q2 		$685K Buy
5,205
+309
+6% +$38.9K 0.37% 42
2016
Q1 		$610K Buy
4,896
+54
+1% +$6.41K 0.37% 48
2015
Q4 		$605K Buy
+4,842
New +$586K 0.42% 41

Other funds holding BUD

SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellesley Investment Partners's BUD Position: Q3 2017 in Review

Wellesley Investment Partners sold out of AB InBev (BUD) in Q3 2017, closing a stake of 6,797 shares — an estimated $750K sold.

Wellesley Investment Partners first reported a position in BUD in Q4 2015 and held it in 7 quarters. The position peaked at $750K in Q2 2017. 534 funds tracked by Wall St. Rank hold BUD as of Q3 2017.

  • Wellesley Investment Partners reported no remaining AB InBev position as of Q3 2017 after selling out during the quarter.
  • Wellesley Investment Partners sold 6,797 AB InBev shares in Q3 2017, an estimated $750K.
  • Wellesley Investment Partners first reported a position in AB InBev in Q4 2015 and held it in 7 quarters.
  • Wellesley Investment Partners's AB InBev position peaked at $750K in Q2 2017.
  • 534 funds tracked by Wall St. Rank held AB InBev as of Q3 2017.

Based on Wellesley Investment Partners's 13F filing for Q3 2017, filed 13 Nov 2017.