ALPS | WMC Research Value Fund KO Holdings History
Number of Shares
17,294.00
Current Holdings Value*
$1.01 Mil
% of Portfolio
2.07%
Total Estimate Gain
$280,402.50
% of Total Estimate Gain
17.69%
ALPS | WMC Research Value Fund's Coca-Cola Co Holding Summary
As of 2020-01-31, ALPS | WMC Research Value Fund held 17,294.00 shares of Coca-Cola Co(KO), totaling $1.01 Mil. This investment constitutes 2.07% of their stock portfolio, and ALPS | WMC Research Value Fund now holds 0% of the outstanding Coca-Cola Co(KO) stock.
The initial trade took place in 2019Q4. In addition, there have been 1 sales at an average price of $54.62 for 12,042.00 shares. Based on historical transaction data and KO's current price of $69.85, ALPS | WMC Research Value Fund's estimated gain on his KO holdings is $280,402.50, reflecting a 17.69% gain to date.
ALPS | WMC Research Value Fund KO ($69.85) Holding Chart
ALPS | WMC Research Value Fund KO ($69.85) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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