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Haber Trilix Advisors’s Keurig Dr Pepper KDP Stock Holding History

Haber Trilix 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
2013
Q2 		$68K Buy
+1,480
New +$70.2K 0.01% 214

Other funds holding KDP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Haber Trilix Advisors's KDP Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Keurig Dr Pepper (KDP) in Q2 2013: 1,480 shares worth $68K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

438 funds tracked by Wall St. Rank hold KDP as of Q2 2013.

  • Haber Trilix Advisors held 1,480 shares of Keurig Dr Pepper worth $68K as of Q2 2013.
  • Keurig Dr Pepper was a new Haber Trilix Advisors position in Q2 2013.
  • Keurig Dr Pepper made up 0.01% of Haber Trilix Advisors's portfolio in Q2 2013, its #214 holding.
  • 438 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.