Physicians Financial Services’s Coca-Cola Europacific Partners CCEP Stock Holding History

Physicians Financial Services’s Portfolio CCEP Stock Details CCEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-95	Closed	-$4K	–	136
2016 Q4	$4K	Hold	95	–	–	﹤0.01%	269
2016 Q3	$3K	Hold	95	–	–	﹤0.01%	276
2016 Q2	$3K	Buy	95 +1	+1%	+$47	﹤0.01%	270
2016 Q1	$5K	Hold	94	–	–	﹤0.01%	253
2015 Q4	$5K	Buy	+94	New	+$4.73K	﹤0.01%	264

Other funds holding CCEP

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

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

GCM

Glenview Capital Management New York $5.49B AUM 46.89% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Physicians Financial Services's CCEP Position: Q1 2017 in Review

Physicians Financial Services sold out of Coca-Cola Europacific Partners (CCEP) in Q1 2017, closing a stake of 95 shares — an estimated $4K sold.

Physicians Financial Services first reported a position in CCEP in Q4 2015 and held it in 5 quarters. The position peaked at $5K in Q1 2016. 266 funds tracked by Wall St. Rank hold CCEP as of Q1 2017.

Physicians Financial Services reported no remaining Coca-Cola Europacific Partners position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 95 Coca-Cola Europacific Partners shares in Q1 2017, an estimated $4K.
Physicians Financial Services first reported a position in Coca-Cola Europacific Partners in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's Coca-Cola Europacific Partners position peaked at $5K in Q1 2016.
266 funds tracked by Wall St. Rank held Coca-Cola Europacific Partners as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.