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Signator Financial Services’s Coca-Cola KO Stock Holding History

Signator Financial Services’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		$293K Sell
7,740
-300
-4% -$11.9K 0.29% 34
2013
Q2 		$322K Buy
+8,040
New +$333K 0.35% 29

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Signator Financial Services's KO Position: Q3 2013 in Review

Signator Financial Services reduced its Coca-Cola (KO) stake by 3.7% in Q3 2013, selling an estimated $11.9K and leaving 7,740 shares worth $293K. The position accounts for 0.29% of the portfolio, ranked #34.

Signator Financial Services first reported a position in KO in Q2 2013 and has held it in 2 quarters since. The position peaked at $322K in Q2 2013. 1,463 funds tracked by Wall St. Rank hold KO as of Q3 2013.

  • Signator Financial Services held 7,740 shares of Coca-Cola worth $293K as of Q3 2013.
  • Signator Financial Services sold 300 Coca-Cola shares in Q3 2013, an estimated $11.9K.
  • Coca-Cola made up 0.29% of Signator Financial Services's portfolio in Q3 2013, its #34 holding.
  • Signator Financial Services first reported a position in Coca-Cola in Q2 2013 and has held it in 2 quarters since.
  • Signator Financial Services's Coca-Cola position peaked at $322K in Q2 2013.
  • 1,463 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2013.

Based on Signator Financial Services's 13F filing for Q3 2013, filed 25 Aug 2014.