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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 – 341
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
ClearBridge Investments New York $115B AUM 24.78% 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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HMP
HS Management Partners New York $286M AUM 2.97% 1-Year Est. Return