Gupta Wealth Management’s PepsiCo PEP Stock Holding History

Gupta Wealth Management’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
2016 Q1	$1.83M	Buy	17,900 +3,768	+27%	+$372K	0.43%	55
2015 Q4	$1.41M	Buy	14,132 +3,146	+29%	+$314K	0.36%	62
2015 Q3	$1.04M	Buy	10,986 +7,935	+260%	+$755K	0.25%	85
2015 Q2	$285K	Buy	3,051 +326	+12%	+$31.2K	0.07%	206
2015 Q1	$261K	Buy	+2,725	New	+$264K	0.08%	191

Other funds holding PEP

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

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

Gupta Wealth Management's PEP Position: Q1 2016 in Review

Gupta Wealth Management increased its PepsiCo (PEP) stake by 27% in Q1 2016, buying an estimated $372K and bringing the position to 17,900 shares worth $1.83M. The position accounts for 0.43% of the portfolio, ranked #55.

Gupta Wealth Management first reported a position in PEP in Q1 2015 and has held it in 5 quarters since. 1,885 funds tracked by Wall St. Rank hold PEP as of Q1 2016.

Gupta Wealth Management held 17,900 shares of PepsiCo worth $1.83M as of Q1 2016.
Gupta Wealth Management bought 3,768 PepsiCo shares in Q1 2016, an estimated $372K.
PepsiCo made up 0.43% of Gupta Wealth Management's portfolio in Q1 2016, its #55 holding.
Gupta Wealth Management first reported a position in PepsiCo in Q1 2015 and has held it in 5 quarters since.
1,885 funds tracked by Wall St. Rank held PepsiCo as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.