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Jackson Grant Investment Advisers’s Coca-Cola Consolidated COKE Stock Holding History

Jackson Grant Investment Advisers’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-280
Closed -$4K – 165
2016
Q1 		$4K Buy
+280
New +$4.76K ﹤0.01% 154

Other funds holding COKE

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Jackson Grant Investment Advisers's COKE Position: Q2 2016 in Review

Jackson Grant Investment Advisers sold out of Coca-Cola Consolidated (COKE) in Q2 2016, closing a stake of 280 shares — an estimated $4K sold.

Jackson Grant Investment Advisers first reported a position in COKE in Q1 2016 and held it in 1 quarter. The position peaked at $4K in Q1 2016. 117 funds tracked by Wall St. Rank hold COKE as of Q2 2016.

  • Jackson Grant Investment Advisers reported no remaining Coca-Cola Consolidated position as of Q2 2016 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 280 Coca-Cola Consolidated shares in Q2 2016, an estimated $4K.
  • Jackson Grant Investment Advisers first reported a position in Coca-Cola Consolidated in Q1 2016 and held it in 1 quarter.
  • Jackson Grant Investment Advisers's Coca-Cola Consolidated position peaked at $4K in Q1 2016.
  • 117 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2016.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2016, filed 4 Aug 2016.