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NEXT Financial Holdings’s PepsiCo PEP Stock Holding History

NEXT Financial Holdings’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
2019
Q1 		$625K Buy
+5,100
New +$581K 0.16% 85

Other funds holding PEP

Vanguard Group
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

NEXT Financial Holdings's PEP Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in PepsiCo (PEP) in Q1 2019: 5,100 shares worth $625K. The stake represents 0.16% of the portfolio and ranks #85 among its holdings.

2,299 funds tracked by Wall St. Rank hold PEP as of Q1 2019.

  • NEXT Financial Holdings held 5,100 shares of PepsiCo worth $625K as of Q1 2019.
  • PepsiCo was a new NEXT Financial Holdings position in Q1 2019.
  • PepsiCo made up 0.16% of NEXT Financial Holdings's portfolio in Q1 2019, its #85 holding.
  • 2,299 funds tracked by Wall St. Rank held PepsiCo as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.