WIC
BUD

Whitegate Investment Counselors’s ANHEUSER BUSCH COS INC BUD Stock Holding History

Whitegate Investment Counselors’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
Q1 		– Sell
-41,221
Closed -$4.35M – 174
2016
Q4 		$4.35M Buy
41,221
+8,244
+25% +$869K 1.16% 27
2016
Q3 		$4.33M Sell
32,977
-1,948
-6% -$256K 1.18% 29
2016
Q2 		$4.6M Buy
+34,925
New +$4.6M 1.28% 27
2014
Q1 		$4.63M Buy
+37,175
New +$4.63M 1.27% 25

Other funds holding BUD

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
CA
Cullinan Associates Louisville, Kentucky $1.32B AUM 30.92% 1-Year Est. Return
BBI
Baxter Bros Inc Riverside, Connecticut $810M AUM 16.24% 1-Year Est. Return
WA
WBH Advisory Baltimore, Maryland $1.34B AUM 15.16% 1-Year Est. Return
KCM
Kanawha Capital Management Richmond, Virginia $1.54B AUM 21.3% 1-Year Est. Return
BEAM
Baker Ellis Asset Management Vancouver, Washington $964M AUM 39.24% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return
WOC
West Oak Capital Westlake Village, California $2.52M AUM 17.57% 1-Year Est. Return

Whitegate Investment Counselors's BUD Position: Q1 2017 in Review

Whitegate Investment Counselors sold out of ANHEUSER BUSCH COS INC (BUD) in Q1 2017, closing a stake of 41,221 shares — an estimated $4.35M sold.

Whitegate Investment Counselors first reported a position in BUD in Q1 2014 and held it in 4 quarters. The position peaked at $4.63M in Q1 2014. 8 funds tracked by Wall St. Rank hold BUD as of Q1 2017.

  • Whitegate Investment Counselors reported no remaining ANHEUSER BUSCH COS INC position as of Q1 2017 after selling out during the quarter.
  • Whitegate Investment Counselors sold 41,221 ANHEUSER BUSCH COS INC shares in Q1 2017, an estimated $4.35M.
  • Whitegate Investment Counselors first reported a position in ANHEUSER BUSCH COS INC in Q1 2014 and held it in 4 quarters.
  • Whitegate Investment Counselors's ANHEUSER BUSCH COS INC position peaked at $4.63M in Q1 2014.
  • 8 funds tracked by Wall St. Rank held ANHEUSER BUSCH COS INC as of Q1 2017.

Based on Whitegate Investment Counselors's 13F filing for Q1 2017, filed 26 Apr 2017.