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WHV Investments’s Compañía de Cervecerías Unidas CCU Stock Holding History

WHV Investments’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-12,095
Closed -$322K – 204
2013
Q3 		$322K Sell
12,095
-20,757
-63% -$576K ﹤0.01% 210
2013
Q2 		$940K Buy
+32,852
New +$999K 0.01% 192

Other funds holding CCU

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CBOA
Commonwealth Bank of Australia Sydney, NSW, Australia $231M AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WGI
Westwood Global Investments Boston, Massachusetts $2.68B AUM 76.4% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM

WHV Investments's CCU Position: Q4 2013 in Review

WHV Investments sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2013, closing a stake of 12,095 shares — an estimated $322K sold.

WHV Investments first reported a position in CCU in Q2 2013 and held it in 2 quarters. The position peaked at $940K in Q2 2013. 95 funds tracked by Wall St. Rank hold CCU as of Q4 2013.

  • WHV Investments reported no remaining Compañía de Cervecerías Unidas position as of Q4 2013 after selling out during the quarter.
  • WHV Investments sold 12,095 Compañía de Cervecerías Unidas shares in Q4 2013, an estimated $322K.
  • WHV Investments first reported a position in Compañía de Cervecerías Unidas in Q2 2013 and held it in 2 quarters.
  • WHV Investments's Compañía de Cervecerías Unidas position peaked at $940K in Q2 2013.
  • 95 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2013.

Based on WHV Investments's 13F filing for Q4 2013, filed 14 Feb 2014.