US Financial Advisors’s Keurig Dr Pepper KDP Stock Holding History

US Financial 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
2016 Q2	–	Sell	-331	Closed	-$30K	–	227
2016 Q1	$30K	Sell	331 -272	-45%	-$24.8K	0.05%	124
2015 Q4	$56K	Sell	603 -16	-3%	-$1.42K	0.05%	131
2015 Q3	$49K	Buy	619 +16	+3%	+$1.25K	0.08%	105
2015 Q2	$44K	Hold	603	–	–	0.04%	114
2015 Q1	$47K	Hold	603	–	–	0.04%	114
2014 Q4	$43K	Buy	+603	New	+$41.8K	0.04%	119

Other funds holding KDP

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JHIU

Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

US Financial Advisors's KDP Position: Q2 2016 in Review

US Financial Advisors sold out of Keurig Dr Pepper (KDP) in Q2 2016, closing a stake of 331 shares — an estimated $30K sold.

US Financial Advisors first reported a position in KDP in Q4 2014 and held it in 6 quarters. The position peaked at $56K in Q4 2015. 633 funds tracked by Wall St. Rank hold KDP as of Q2 2016.

US Financial Advisors reported no remaining Keurig Dr Pepper position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 331 Keurig Dr Pepper shares in Q2 2016, an estimated $30K.
US Financial Advisors first reported a position in Keurig Dr Pepper in Q4 2014 and held it in 6 quarters.
US Financial Advisors's Keurig Dr Pepper position peaked at $56K in Q4 2015.
633 funds tracked by Wall St. Rank held Keurig Dr Pepper as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.