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New England Private Wealth Advisors’s Coca-Cola KO Stock Holding History

New England Private Wealth Advisors’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,983
Closed -$252K – 124
2016
Q3 		$252K Buy
5,983
+625
+12% +$27.4K 0.09% 104
2016
Q2 		$242K Buy
5,358
+25
+0.5% +$1.13K 0.09% 100
2016
Q1 		$247K Sell
5,333
-205
-4% -$8.92K 0.1% 97
2015
Q4 		$239K Buy
5,538
+54
+1% +$2.29K 0.09% 100
2015
Q3 		$219K Buy
+5,484
New +$220K 0.09% 96
2014
Q4 		– Sell
-5,280
Closed -$226K – 107
2014
Q3 		$226K Sell
5,280
-128
-2% -$5.29K 0.09% 89
2014
Q2 		$229K Sell
5,408
-10
-0.2% -$406 0.09% 93
2014
Q1 		$209K Sell
5,418
-397
-7% -$15.3K 0.09% 94
2013
Q4 		$240K Buy
+5,815
New +$229K 0.11% 81

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return