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Pin Oak Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Pin Oak 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
2018
Q1 		– Sell
-774
Closed -$75K – 431
2017
Q4 		$75K Buy
+774
New +$69.4K 0.06% 163

Other funds holding KDP

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Vanguard Group
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

Pin Oak Investment Advisors's KDP Position: Q1 2018 in Review

Pin Oak Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 774 shares — an estimated $75K sold.

Pin Oak Investment Advisors first reported a position in KDP in Q4 2017 and held it in 1 quarter. The position peaked at $75K in Q4 2017. 591 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

  • Pin Oak Investment Advisors reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 774 Keurig Dr Pepper shares in Q1 2018, an estimated $75K.
  • Pin Oak Investment Advisors first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 1 quarter.
  • Pin Oak Investment Advisors's Keurig Dr Pepper position peaked at $75K in Q4 2017.
  • 591 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2018, filed 14 May 2018.