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

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New England Private Wealth Advisors's KO Position: Q4 2016 in Review

New England Private Wealth Advisors sold out of Coca-Cola (KO) in Q4 2016, closing a stake of 5,983 shares — an estimated $252K sold.

New England Private Wealth Advisors first reported a position in KO in Q4 2013 and held it in 9 quarters. The position peaked at $252K in Q3 2016. 1,763 funds tracked by Wall St. Rank hold KO as of Q4 2016.

New England Private Wealth Advisors reported no remaining Coca-Cola position as of Q4 2016 after selling out during the quarter.
New England Private Wealth Advisors sold 5,983 Coca-Cola shares in Q4 2016, an estimated $252K.
New England Private Wealth Advisors first reported a position in Coca-Cola in Q4 2013 and held it in 9 quarters.
New England Private Wealth Advisors's Coca-Cola position peaked at $252K in Q3 2016.
1,763 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2016.

Based on New England Private Wealth Advisors's 13F filing for Q4 2016, filed 9 Feb 2017.