WESPAC Advisors SoCal’s AB InBev BUD Stock Holding History

WESPAC Advisors SoCal’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
2018 Q4	–	Sell	-2,425	Closed	-$212K	–	338
2018 Q3	$212K	Hold	2,425	–	–	0.11%	84
2018 Q2	$244K	Hold	2,425	–	–	0.14%	74
2018 Q1	$266K	Sell	2,425 -25	-1%	-$2.77K	0.15%	68
2017 Q4	$273K	Hold	2,450	–	–	0.16%	67
2017 Q3	$292K	Hold	2,450	–	–	0.17%	70
2017 Q2	$270K	Hold	2,450	–	–	0.17%	68
2017 Q1	$269K	Sell	2,450 -275	-10%	-$29.6K	0.17%	69
2016 Q4	$287K	Sell	2,725 -375	-12%	-$42K	0.19%	64
2016 Q3	$407K	Sell	3,100 -175	-5%	-$22.1K	0.27%	59
2016 Q2	$431K	Sell	3,275 -75	-2%	-$9.44K	0.28%	56
2016 Q1	$418K	Buy	3,350 +75	+2%	+$8.9K	0.31%	52
2015 Q4	$409K	Buy	+3,275	New	+$396K	0.27%	55

Other funds holding BUD

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HMP

HS Management Partners New York $291M AUM 2.11% 1-Year Est. Return

WESPAC Advisors SoCal's BUD Position: Q4 2018 in Review

WESPAC Advisors SoCal sold out of AB InBev (BUD) in Q4 2018, closing a stake of 2,425 shares — an estimated $212K sold.

WESPAC Advisors SoCal first reported a position in BUD in Q4 2015 and held it in 12 quarters. The position peaked at $431K in Q2 2016. 514 funds tracked by Wall St. Rank hold BUD as of Q4 2018.

WESPAC Advisors SoCal reported no remaining AB InBev position as of Q4 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 2,425 AB InBev shares in Q4 2018, an estimated $212K.
WESPAC Advisors SoCal first reported a position in AB InBev in Q4 2015 and held it in 12 quarters.
WESPAC Advisors SoCal's AB InBev position peaked at $431K in Q2 2016.
514 funds tracked by Wall St. Rank held AB InBev as of Q4 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2018, filed 7 Feb 2019.