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

Gupta 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
2015
Q2 		– Sell
-45
Closed -$4K – 1289
2015
Q1 		$4K Buy
+45
New +$3.48K ﹤0.01% 920

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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
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Gupta Wealth Management's KDP Position: Q2 2015 in Review

Gupta Wealth Management sold out of Keurig Dr Pepper (KDP) in Q2 2015, closing a stake of 45 shares — an estimated $4K sold.

Gupta Wealth Management first reported a position in KDP in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 560 funds tracked by Wall St. Rank hold KDP as of Q2 2015.

  • Gupta Wealth Management reported no remaining Keurig Dr Pepper position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 45 Keurig Dr Pepper shares in Q2 2015, an estimated $4K.
  • Gupta Wealth Management first reported a position in Keurig Dr Pepper in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Keurig Dr Pepper position peaked at $4K in Q1 2015.
  • 560 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.