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Summit Financial Wealth Advisors’s Keurig Dr Pepper KDP Stock Holding History

Summit Financial Wealth 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
2015
Q4 		– Sell
-538
Closed -$42K – 167
2015
Q3 		$42K Hold
538
– – 0.03% 131
2015
Q2 		$39K Hold
538
– – 0.02% 160
2015
Q1 		$41K Buy
+538
New +$41.6K 0.03% 130

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 $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return

Summit Financial Wealth Advisors's KDP Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of Keurig Dr Pepper (KDP) in Q4 2015, closing a stake of 538 shares — an estimated $42K sold.

Summit Financial Wealth Advisors first reported a position in KDP in Q1 2015 and held it in 3 quarters. The position peaked at $42K in Q3 2015. 607 funds tracked by Wall St. Rank hold KDP as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining Keurig Dr Pepper position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 538 Keurig Dr Pepper shares in Q4 2015, an estimated $42K.
  • Summit Financial Wealth Advisors first reported a position in Keurig Dr Pepper in Q1 2015 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's Keurig Dr Pepper position peaked at $42K in Q3 2015.
  • 607 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.