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LBA Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

LBA Wealth Management’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
2017
Q1 		– Sell
-13
Closed -$1K – 458
2016
Q4 		$1K Hold
13
– – ﹤0.01% 430
2016
Q3 		$1K Hold
13
– – ﹤0.01% 433
2016
Q2 		$1K Buy
+13
New +$1.19K ﹤0.01% 422
2015
Q2 		– Sell
-250
Closed -$20K – 324
2015
Q1 		$20K Hold
250
– – 0.01% 208
2014
Q4 		$18K Buy
+250
New +$17.3K 0.01% 208
2014
Q3 		– Sell
-1,675
Closed -$98K – 431
2014
Q2 		$98K Sell
1,675
-50
-3% -$2.81K 0.08% 140
2014
Q1 		$94K Buy
1,725
+275
+19% +$13.8K 0.08% 134
2013
Q4 		$71K Buy
+1,450
New +$68.3K 0.06% 146

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

LBA Wealth Management's KDP Position: Q1 2017 in Review

LBA Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2017, closing a stake of 13 shares — an estimated $1K sold.

LBA Wealth Management first reported a position in KDP in Q4 2013 and held it in 8 quarters. The position peaked at $98K in Q2 2014. 617 funds tracked by Wall St. Rank hold KDP as of Q1 2017.

  • LBA Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2017 after selling out during the quarter.
  • LBA Wealth Management sold 13 Keurig Dr Pepper shares in Q1 2017, an estimated $1K.
  • LBA Wealth Management first reported a position in Keurig Dr Pepper in Q4 2013 and held it in 8 quarters.
  • LBA Wealth Management's Keurig Dr Pepper position peaked at $98K in Q2 2014.
  • 617 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.