Clear Perspective Advisors’s Keurig Dr Pepper KDP Stock Holding History

Clear Perspective Advisors’s Portfolio KDP Stock Details KDP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-336	Closed	-$41K	–	299
2018 Q2	$41K	Hold	336	–	–	0.03%	271
2018 Q1	$40K	Hold	336	–	–	0.03%	254
2017 Q4	$33K	Hold	336	–	–	0.03%	258
2017 Q3	$30K	Buy	336 +82	+32%	+$7.44K	0.02%	263
2017 Q2	$23K	Buy	+254	New	+$23.8K	0.02%	280

Other funds holding KDP

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clear Perspective Advisors's KDP Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2018, closing a stake of 336 shares — an estimated $41K sold.

Clear Perspective Advisors first reported a position in KDP in Q2 2017 and held it in 5 quarters. The position peaked at $41K in Q2 2018. 359 funds tracked by Wall St. Rank hold KDP as of Q3 2018.

Clear Perspective Advisors reported no remaining Keurig Dr Pepper position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 336 Keurig Dr Pepper shares in Q3 2018, an estimated $41K.
Clear Perspective Advisors first reported a position in Keurig Dr Pepper in Q2 2017 and held it in 5 quarters.
Clear Perspective Advisors's Keurig Dr Pepper position peaked at $41K in Q2 2018.
359 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.