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Oak Point Wealth Management’s Keurig Dr Pepper KDP Stock Holding History

Oak Point 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
2018
Q1 		– Sell
-2,386
Closed -$233K – 228
2017
Q4 		$233K Buy
+2,386
New +$214K 0.23% 95

Other funds holding KDP

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Oak Point Wealth Management's KDP Position: Q1 2018 in Review

Oak Point Wealth Management sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 2,386 shares — an estimated $233K sold.

Oak Point Wealth Management first reported a position in KDP in Q4 2017 and held it in 1 quarter. The position peaked at $233K in Q4 2017. 591 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

  • Oak Point Wealth Management reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
  • Oak Point Wealth Management sold 2,386 Keurig Dr Pepper shares in Q1 2018, an estimated $233K.
  • Oak Point Wealth Management first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 1 quarter.
  • Oak Point Wealth Management's Keurig Dr Pepper position peaked at $233K in Q4 2017.
  • 591 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.