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Independent Portfolio Consultants’s Coca-Cola Femsa KOF Stock Holding History

Independent Portfolio Consultants’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-35
Closed -$4K – 839
2014
Q3 		$4K Sell
35
-595
-94% -$65.1K ﹤0.01% 799
2014
Q2 		$72K Buy
+630
New +$71K 0.02% 582

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Independent Portfolio Consultants's KOF Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Coca-Cola Femsa (KOF) in Q4 2014, closing a stake of 35 shares — an estimated $4K sold.

Independent Portfolio Consultants first reported a position in KOF in Q2 2014 and held it in 2 quarters. The position peaked at $72K in Q2 2014. 100 funds tracked by Wall St. Rank hold KOF as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Coca-Cola Femsa position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 35 Coca-Cola Femsa shares in Q4 2014, an estimated $4K.
  • Independent Portfolio Consultants first reported a position in Coca-Cola Femsa in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Coca-Cola Femsa position peaked at $72K in Q2 2014.
  • 100 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.