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Stuart Chaussee & Associates’s Keurig Dr Pepper KDP Stock Holding History

Stuart Chaussee & Associates’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
2016
Q4 		– Sell
-1,465
Closed -$134K – 69
2016
Q3 		$134K Hold
1,465
– – 0.11% 28
2016
Q2 		$140K Buy
1,465
+780
+114% +$71.6K 0.11% 23
2016
Q1 		$62K Sell
685
-68,503
-99% -$6.25M 0.06% 35
2015
Q4 		$6.45M Buy
+69,188
New +$6.14M 6.05% 6

Other funds holding KDP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stuart Chaussee & Associates's KDP Position: Q4 2016 in Review

Stuart Chaussee & Associates sold out of Keurig Dr Pepper (KDP) in Q4 2016, closing a stake of 1,465 shares — an estimated $134K sold.

Stuart Chaussee & Associates first reported a position in KDP in Q4 2015 and held it in 4 quarters. The position peaked at $6.45M in Q4 2015. 613 funds tracked by Wall St. Rank hold KDP as of Q4 2016.

  • Stuart Chaussee & Associates reported no remaining Keurig Dr Pepper position as of Q4 2016 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 1,465 Keurig Dr Pepper shares in Q4 2016, an estimated $134K.
  • Stuart Chaussee & Associates first reported a position in Keurig Dr Pepper in Q4 2015 and held it in 4 quarters.
  • Stuart Chaussee & Associates's Keurig Dr Pepper position peaked at $6.45M in Q4 2015.
  • 613 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2016.

Based on Stuart Chaussee & Associates's 13F filing for Q4 2016, filed 18 Jan 2017.