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First Personal Financial Services’s Coca-Cola Consolidated COKE Stock Holding History

First Personal Financial Services’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
2016
Q2 		– Sell
-300
Closed -$5K – 814
2016
Q1 		$5K Hold
300
– – ﹤0.01% 281
2015
Q4 		$5K Hold
300
– – ﹤0.01% 334
2015
Q3 		$6K Hold
300
– – ﹤0.01% 309
2015
Q2 		$5K Buy
+300
New +$3.6K ﹤0.01% 318

Other funds holding COKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

First Personal Financial Services's COKE Position: Q2 2016 in Review

First Personal Financial Services sold out of Coca-Cola Consolidated (COKE) in Q2 2016, closing a stake of 300 shares — an estimated $5K sold.

First Personal Financial Services first reported a position in COKE in Q2 2015 and held it in 4 quarters. The position peaked at $6K in Q3 2015. 117 funds tracked by Wall St. Rank hold COKE as of Q2 2016.

  • First Personal Financial Services reported no remaining Coca-Cola Consolidated position as of Q2 2016 after selling out during the quarter.
  • First Personal Financial Services sold 300 Coca-Cola Consolidated shares in Q2 2016, an estimated $5K.
  • First Personal Financial Services first reported a position in Coca-Cola Consolidated in Q2 2015 and held it in 4 quarters.
  • First Personal Financial Services's Coca-Cola Consolidated position peaked at $6K in Q3 2015.
  • 117 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2016.

Based on First Personal Financial Services's 13F filing for Q2 2016, filed 9 Aug 2016.