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Reilly Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

Reilly Financial 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
-311
Closed -$30K – 1015
2017
Q4 		$30K Hold
311
– – ﹤0.01% 413
2017
Q3 		$27K Hold
311
– – ﹤0.01% 422
2017
Q2 		$28K Hold
311
– – ﹤0.01% 423
2017
Q1 		$30K Hold
311
– – ﹤0.01% 393
2016
Q4 		$28K Buy
+311
New +$27.3K ﹤0.01% 382
2013
Q4 		– Sell
-250
Closed -$11K – 854
2013
Q3 		$11K Buy
+250
New +$11.5K ﹤0.01% 454

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BlackRock
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CRC
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JP Morgan Chase
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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 $15.3B AUM 50.95% 1-Year Est. Return