Sheaff Brock Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

Sheaff Brock 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	-58,063	Closed	-$5.64M	–	570
2017 Q4	$5.64M	Buy	58,063 +1,468	+3%	+$132K	0.73%	33
2017 Q3	$5.01M	Buy	56,595 +646	+1%	+$58.6K	0.66%	39
2017 Q2	$5.1M	Buy	55,949 +969	+2%	+$90.7K	0.67%	40
2017 Q1	$5.38M	Buy	+54,980	New	+$5.13M	0.7%	36

Other funds holding KDP

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CRC

Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Sheaff Brock Investment Advisors's KDP Position: Q1 2018 in Review

Sheaff Brock Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 58,063 shares — an estimated $5.64M sold.

Sheaff Brock Investment Advisors first reported a position in KDP in Q1 2017 and held it in 4 quarters. The position peaked at $5.64M in Q4 2017. 590 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

Sheaff Brock Investment Advisors reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 58,063 Keurig Dr Pepper shares in Q1 2018, an estimated $5.64M.
Sheaff Brock Investment Advisors first reported a position in Keurig Dr Pepper in Q1 2017 and held it in 4 quarters.
Sheaff Brock Investment Advisors's Keurig Dr Pepper position peaked at $5.64M in Q4 2017.
590 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2018, filed 3 May 2018.