Mariner Wealth Advisors (NYC)’s PepsiCo PEP Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$428K	Buy	+4,476	New	+$433K	0.2%	31

Other funds holding PEP

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

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

BIT

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s PEP Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in PepsiCo (PEP) in Q1 2015: 4,476 shares worth $428K. The stake represents 0.2% of the portfolio and ranks #31 among its holdings.

1,789 funds tracked by Wall St. Rank hold PEP as of Q1 2015.

Mariner Wealth Advisors (NYC) held 4,476 shares of PepsiCo worth $428K as of Q1 2015.
PepsiCo was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
PepsiCo made up 0.2% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #31 holding.
1,789 funds tracked by Wall St. Rank held PepsiCo as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.