LWMT
PEP icon

Legacy Wealth Management (Tennessee)’s PepsiCo PEP Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-48
Closed -$5.02K – 53
2016
Q4 		$5.02K Buy
+48
New +$5.03K ﹤0.01% 60

Other funds holding PEP

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Wealth Management (Tennessee)'s PEP Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of PepsiCo (PEP) in Q1 2017, closing a stake of 48 shares — an estimated $5.02K sold.

Legacy Wealth Management (Tennessee) first reported a position in PEP in Q4 2016 and held it in 1 quarter. The position peaked at $5.02K in Q4 2016. 1,972 funds tracked by Wall St. Rank hold PEP as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining PepsiCo position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 48 PepsiCo shares in Q1 2017, an estimated $5.02K.
  • Legacy Wealth Management (Tennessee) first reported a position in PepsiCo in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s PepsiCo position peaked at $5.02K in Q4 2016.
  • 1,972 funds tracked by Wall St. Rank held PepsiCo as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.