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Integrated Wealth Management (Palm Desert)’s Keurig Dr Pepper KDP Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016
Q4 		– Sell
-28
Closed -$3K – 657
2016
Q3 		$3K Hold
28
– – ﹤0.01% 998
2016
Q2 		$3K Hold
28
– – ﹤0.01% 1008
2016
Q1 		$3K Sell
28
-60
-68% -$5.47K ﹤0.01% 935
2015
Q4 		$8K Buy
88
+60
+214% +$5.32K ﹤0.01% 826
2015
Q3 		$2K Hold
28
– – ﹤0.01% 1112
2015
Q2 		$2K Buy
+28
New +$2.14K ﹤0.01% 1144

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s KDP Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Keurig Dr Pepper (KDP) in Q4 2016, closing a stake of 28 shares — an estimated $3K sold.

Integrated Wealth Management (Palm Desert) first reported a position in KDP in Q2 2015 and held it in 6 quarters. The position peaked at $8K in Q4 2015. 613 funds tracked by Wall St. Rank hold KDP as of Q4 2016.

  • Integrated Wealth Management (Palm Desert) reported no remaining Keurig Dr Pepper position as of Q4 2016 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 28 Keurig Dr Pepper shares in Q4 2016, an estimated $3K.
  • Integrated Wealth Management (Palm Desert) first reported a position in Keurig Dr Pepper in Q2 2015 and held it in 6 quarters.
  • Integrated Wealth Management (Palm Desert)'s Keurig Dr Pepper position peaked at $8K in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.