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Peachtree Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Peachtree Investment Advisors’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
2015
Q3 		– Sell
-240
Closed -$17K – 188
2015
Q2 		$17K Hold
240
– – 0.01% 236
2015
Q1 		$19K Hold
240
– – 0.01% 241
2014
Q4 		$17K Hold
240
– – 0.01% 264
2014
Q3 		$15K Buy
+240
New +$14.7K 0.01% 278

Other funds holding KDP

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Peachtree Investment Advisors's KDP Position: Q3 2015 in Review

Peachtree Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q3 2015, closing a stake of 240 shares — an estimated $17K sold.

Peachtree Investment Advisors first reported a position in KDP in Q3 2014 and held it in 4 quarters. The position peaked at $19K in Q1 2015. 544 funds tracked by Wall St. Rank hold KDP as of Q3 2015.

  • Peachtree Investment Advisors reported no remaining Keurig Dr Pepper position as of Q3 2015 after selling out during the quarter.
  • Peachtree Investment Advisors sold 240 Keurig Dr Pepper shares in Q3 2015, an estimated $17K.
  • Peachtree Investment Advisors first reported a position in Keurig Dr Pepper in Q3 2014 and held it in 4 quarters.
  • Peachtree Investment Advisors's Keurig Dr Pepper position peaked at $19K in Q1 2015.
  • 544 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q3 2015.

Based on Peachtree Investment Advisors's 13F filing for Q3 2015, filed 14 Oct 2015.