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Acrospire Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Acrospire Investment Management’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,680
Closed -$38K – 308
2017
Q2 		$38K Sell
1,680
-1,000
-37% -$21.6K 0.04% 1108
2017
Q1 		$55K Sell
2,680
-10,160
-79% -$181K 0.05% 850
2016
Q4 		$230K Buy
+12,840
New +$201K 0.09% 268

Other funds holding COKE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Acrospire Investment Management's COKE Position: Q3 2017 in Review

Acrospire Investment Management sold out of Coca-Cola Consolidated (COKE) in Q3 2017, closing a stake of 1,680 shares — an estimated $38K sold.

Acrospire Investment Management first reported a position in COKE in Q4 2016 and held it in 3 quarters. The position peaked at $230K in Q4 2016. 150 funds tracked by Wall St. Rank hold COKE as of Q3 2017.

  • Acrospire Investment Management reported no remaining Coca-Cola Consolidated position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,680 Coca-Cola Consolidated shares in Q3 2017, an estimated $38K.
  • Acrospire Investment Management first reported a position in Coca-Cola Consolidated in Q4 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Coca-Cola Consolidated position peaked at $230K in Q4 2016.
  • 150 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.