Geller Advisors’s Keurig Dr Pepper KDP Stock Holding History

Geller 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 Q1	–	Sell	-3,000	Closed	-$291K	–	33
2017 Q4	$291K	Hold	3,000	–	–	0.15%	22
2017 Q3	$265K	Buy	+3,000	New	+$272K	0.13%	22

Other funds holding KDP

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

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

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

CRC

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Geller Advisors's KDP Position: Q1 2018 in Review

Geller Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 3,000 shares — an estimated $291K sold.

Geller Advisors first reported a position in KDP in Q3 2017 and held it in 2 quarters. The position peaked at $291K in Q4 2017. 590 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

Geller Advisors reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
Geller Advisors sold 3,000 Keurig Dr Pepper shares in Q1 2018, an estimated $291K.
Geller Advisors first reported a position in Keurig Dr Pepper in Q3 2017 and held it in 2 quarters.
Geller Advisors's Keurig Dr Pepper position peaked at $291K in Q4 2017.
590 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Geller Advisors's 13F filing for Q1 2018, filed 15 May 2018.