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Fusion Investment Group’s Keurig Dr Pepper KDP Stock Holding History

Fusion Investment Group’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
2015
Q4 		– Sell
-155
Closed -$12K – 115
2015
Q3 		$12K Buy
+155
New +$12.2K 0.03% 122

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fusion Investment Group's KDP Position: Q4 2015 in Review

Fusion Investment Group sold out of Keurig Dr Pepper (KDP) in Q4 2015, closing a stake of 155 shares — an estimated $12K sold.

Fusion Investment Group first reported a position in KDP in Q3 2015 and held it in 1 quarter. The position peaked at $12K in Q3 2015. 607 funds tracked by Wall St. Rank hold KDP as of Q4 2015.

  • Fusion Investment Group reported no remaining Keurig Dr Pepper position as of Q4 2015 after selling out during the quarter.
  • Fusion Investment Group sold 155 Keurig Dr Pepper shares in Q4 2015, an estimated $12K.
  • Fusion Investment Group first reported a position in Keurig Dr Pepper in Q3 2015 and held it in 1 quarter.
  • Fusion Investment Group's Keurig Dr Pepper position peaked at $12K in Q3 2015.
  • 607 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2015.

Based on Fusion Investment Group's 13F filing for Q4 2015, filed 16 Feb 2016.