JFS Wealth Advisors’s Coca-Cola Europacific Partners CCEP Stock Holding History

JFS Wealth Advisors’s Portfolio CCEP Stock Details CCEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-520	Closed	-$16K	–	415
2017 Q1	$16K	Hold	520	–	–	﹤0.01%	323
2016 Q4	$16K	Hold	520	–	–	﹤0.01%	323
2016 Q3	$21K	Hold	520	–	–	0.01%	317
2016 Q2	$19K	Hold	520	–	–	0.01%	327
2016 Q1	$26K	Sell	520 -518	-50%	-$25K	0.01%	296
2015 Q4	$51K	Buy	+1,038	New	+$52.3K	0.01%	248

Other funds holding CCEP

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

JFS Wealth Advisors's CCEP Position: Q2 2017 in Review

JFS Wealth Advisors sold out of Coca-Cola Europacific Partners (CCEP) in Q2 2017, closing a stake of 520 shares — an estimated $16K sold.

JFS Wealth Advisors first reported a position in CCEP in Q4 2015 and held it in 6 quarters. The position peaked at $51K in Q4 2015. 270 funds tracked by Wall St. Rank hold CCEP as of Q2 2017.

JFS Wealth Advisors reported no remaining Coca-Cola Europacific Partners position as of Q2 2017 after selling out during the quarter.
JFS Wealth Advisors sold 520 Coca-Cola Europacific Partners shares in Q2 2017, an estimated $16K.
JFS Wealth Advisors first reported a position in Coca-Cola Europacific Partners in Q4 2015 and held it in 6 quarters.
JFS Wealth Advisors's Coca-Cola Europacific Partners position peaked at $51K in Q4 2015.
270 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q2 2017.

Based on JFS Wealth Advisors's 13F filing for Q2 2017, filed 28 Jul 2017.