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UBP Investment Advisors’s Keurig Dr Pepper KDP Stock Holding History

UBP 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
-3,300
Closed -$320K – 53
2017
Q4 		$320K Buy
+3,300
New +$296K 0.38% 49

Other funds holding KDP

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CRC
Cedar Rock Capital London, United Kingdom $4.05B AUM 21.89% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

UBP Investment Advisors's KDP Position: Q1 2018 in Review

UBP Investment Advisors sold out of Keurig Dr Pepper (KDP) in Q1 2018, closing a stake of 3,300 shares — an estimated $320K sold.

UBP Investment Advisors first reported a position in KDP in Q4 2017 and held it in 1 quarter. The position peaked at $320K in Q4 2017. 591 funds tracked by Wall St. Rank hold KDP as of Q1 2018.

  • UBP Investment Advisors reported no remaining Keurig Dr Pepper position as of Q1 2018 after selling out during the quarter.
  • UBP Investment Advisors sold 3,300 Keurig Dr Pepper shares in Q1 2018, an estimated $320K.
  • UBP Investment Advisors first reported a position in Keurig Dr Pepper in Q4 2017 and held it in 1 quarter.
  • UBP Investment Advisors's Keurig Dr Pepper position peaked at $320K in Q4 2017.
  • 591 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q1 2018.

Based on UBP Investment Advisors's 13F filing for Q1 2018, filed 2 May 2018.