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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

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ACM
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Vanguard Group
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CRC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $12.8B AUM 6.9% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return