FinTrust Investment Advisory Services’s PepsiCo PEP Stock Holding History

FinTrust Investment Advisory Services’s Portfolio PEP Stock Details PEP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$563K	Buy	5,159 +154	+3%	+$17.5K	0.52%	39
2017 Q4	$600K	Sell	5,005 -100	-2%	-$11.4K	0.53%	36
2017 Q3	$569K	Buy	+5,105	New	+$590K	0.55%	41
2013 Q3	$416K	Buy	5,228 +74	+1%	+$6.08K	0.86%	28
2013 Q2	$422K	Buy	+5,154	New	+$421K	0.72%	36

Other funds holding PEP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

FinTrust Investment Advisory Services's PEP Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its PepsiCo (PEP) stake by 3.1% in Q1 2018, buying an estimated $17.5K and bringing the position to 5,159 shares worth $563K. The position accounts for 0.52% of the portfolio, ranked #39.

FinTrust Investment Advisory Services first reported a position in PEP in Q2 2013 and has held it in 5 quarters since. The position peaked at $600K in Q4 2017. 2,146 funds tracked by Wall St. Rank hold PEP as of Q1 2018.

FinTrust Investment Advisory Services held 5,159 shares of PepsiCo worth $563K as of Q1 2018.
FinTrust Investment Advisory Services bought 154 PepsiCo shares in Q1 2018, an estimated $17.5K.
PepsiCo made up 0.52% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #39 holding.
FinTrust Investment Advisory Services first reported a position in PepsiCo in Q2 2013 and has held it in 5 quarters since.
FinTrust Investment Advisory Services's PepsiCo position peaked at $600K in Q4 2017.
2,146 funds tracked by Wall St. Rank held PepsiCo as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.