FI
GMCR

FormulaFolio Investments’s KEURIG GREEN MTN INC GMCR Stock Holding History

FormulaFolio Investments’s Portfolio GMCR Stock Details GMCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-5,947
Closed -$535K – 157
2015
Q4 		$535K Buy
+5,947
New +$370K 0.14% 57

Other funds holding GMCR

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

FormulaFolio Investments's GMCR Position: Q1 2016 in Review

FormulaFolio Investments sold out of KEURIG GREEN MTN INC (GMCR) in Q1 2016, closing a stake of 5,947 shares — an estimated $535K sold.

FormulaFolio Investments first reported a position in GMCR in Q4 2015 and held it in 1 quarter. The position peaked at $535K in Q4 2015. 3 funds tracked by Wall St. Rank hold GMCR as of Q1 2016.

  • FormulaFolio Investments reported no remaining KEURIG GREEN MTN INC position as of Q1 2016 after selling out during the quarter.
  • FormulaFolio Investments sold 5,947 KEURIG GREEN MTN INC shares in Q1 2016, an estimated $535K.
  • FormulaFolio Investments first reported a position in KEURIG GREEN MTN INC in Q4 2015 and held it in 1 quarter.
  • FormulaFolio Investments's KEURIG GREEN MTN INC position peaked at $535K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held KEURIG GREEN MTN INC as of Q1 2016.

Based on FormulaFolio Investments's 13F filing for Q1 2016, filed 9 May 2016.