WMS Partners’s AB InBev BUD Stock Holding History

WMS 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
2015 Q3	–	Sell	-1,887	Closed	-$228K	–	209
2015 Q2	$228K	Sell	1,887 -85	-4%	-$10.4K	0.03%	244
2015 Q1	$240K	Buy	+1,972	New	+$238K	0.03%	229

Other funds holding BUD

SCP

Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return

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

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.93B AUM 6.76% 1-Year Est. Return

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

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

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

WMS Partners's BUD Position: Q3 2015 in Review

WMS Partners sold out of AB InBev (BUD) in Q3 2015, closing a stake of 1,887 shares — an estimated $228K sold.

WMS Partners first reported a position in BUD in Q1 2015 and held it in 2 quarters. The position peaked at $240K in Q1 2015. 491 funds tracked by Wall St. Rank hold BUD as of Q3 2015.

WMS Partners reported no remaining AB InBev position as of Q3 2015 after selling out during the quarter.
WMS Partners sold 1,887 AB InBev shares in Q3 2015, an estimated $228K.
WMS Partners first reported a position in AB InBev in Q1 2015 and held it in 2 quarters.
WMS Partners's AB InBev position peaked at $240K in Q1 2015.
491 funds tracked by Wall St. Rank held AB InBev as of Q3 2015.

Based on WMS Partners's 13F filing for Q3 2015, filed 12 Nov 2015.