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Mountain Capital Investment Advisors’s PepsiCo PEP Stock Holding History

Mountain Capital Investment Advisors’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
Q4 		– Sell
-605
Closed -$67K – 320
2017
Q3 		$67K Hold
605
– – 0.06% 94
2017
Q2 		$70K Buy
+605
New +$69.4K 0.07% 108

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Mountain Capital Investment Advisors's PEP Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of PepsiCo (PEP) in Q4 2017, closing a stake of 605 shares — an estimated $67K sold.

Mountain Capital Investment Advisors first reported a position in PEP in Q2 2017 and held it in 2 quarters. The position peaked at $70K in Q2 2017. 2,156 funds tracked by Wall St. Rank hold PEP as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining PepsiCo position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 605 PepsiCo shares in Q4 2017, an estimated $67K.
  • Mountain Capital Investment Advisors first reported a position in PepsiCo in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's PepsiCo position peaked at $70K in Q2 2017.
  • 2,156 funds tracked by Wall St. Rank held PepsiCo as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.