IPC
GMCR

Independent Portfolio Consultants’s KEURIG GREEN MTN INC GMCR Stock Holding History

Independent Portfolio Consultants’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
2015
Q4 		– Sell
-25
Closed -$1K – 833
2015
Q3 		$1K Hold
25
– – ﹤0.01% 780
2015
Q2 		$2K Sell
25
-4
-14% -$393 ﹤0.01% 848
2015
Q1 		$3K Buy
+29
New +$3.63K ﹤0.01% 839
2014
Q4 		– Sell
-1,500
Closed -$195K – 921
2014
Q3 		$195K Buy
+1,500
New +$188K 0.05% 471

Other funds holding GMCR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Independent Portfolio Consultants's GMCR Position: Q4 2015 in Review

Independent Portfolio Consultants sold out of KEURIG GREEN MTN INC (GMCR) in Q4 2015, closing a stake of 25 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in GMCR in Q3 2014 and held it in 4 quarters. The position peaked at $195K in Q3 2014. 414 funds tracked by Wall St. Rank hold GMCR as of Q4 2015.

  • Independent Portfolio Consultants reported no remaining KEURIG GREEN MTN INC position as of Q4 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 25 KEURIG GREEN MTN INC shares in Q4 2015, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in KEURIG GREEN MTN INC in Q3 2014 and held it in 4 quarters.
  • Independent Portfolio Consultants's KEURIG GREEN MTN INC position peaked at $195K in Q3 2014.
  • 414 funds tracked by Wall St. Rank held KEURIG GREEN MTN INC as of Q4 2015.

Based on Independent Portfolio Consultants's 13F filing for Q4 2015, filed 12 Jan 2016.