Elite Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Elite Wealth Management’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
2014 Q2	–	Sell	-14	Closed	-$1K	–	470
2014 Q1	$1K	Sell	14 -1,578	-99%	-$79.5K	﹤0.01%	315
2013 Q4	$78K	Sell	1,592 -16,525	-91%	-$778K	0.06%	118
2013 Q3	$812K	Buy	+18,117	New	+$834K	0.72%	37

Other funds holding KDP

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CRC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Elite Wealth Management's KDP Position: Q2 2014 in Review

Elite Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2014, closing a stake of 14 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in KDP in Q3 2013 and held it in 3 quarters. The position peaked at $812K in Q3 2013. 501 funds tracked by Wall St. Rank hold KDP as of Q2 2014.

Elite Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2014 after selling out during the quarter.
Elite Wealth Management sold 14 Keurig Dr Pepper shares in Q2 2014, an estimated $1K.
Elite Wealth Management first reported a position in Keurig Dr Pepper in Q3 2013 and held it in 3 quarters.
Elite Wealth Management's Keurig Dr Pepper position peaked at $812K in Q3 2013.
501 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.