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Palisades Hudson Asset Management’s PepsiCo PEP Stock Holding History

Palisades Hudson Asset 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
2014
Q4 		– Sell
-2,458
Closed -$229K – 92
2014
Q3 		$229K Buy
+2,458
New +$224K 0.19% 71

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BIT
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Bank of New York Mellon
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YAM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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Franklin Resources
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Palisades Hudson Asset Management's PEP Position: Q4 2014 in Review

Palisades Hudson Asset Management sold out of PepsiCo (PEP) in Q4 2014, closing a stake of 2,458 shares — an estimated $229K sold.

Palisades Hudson Asset Management first reported a position in PEP in Q3 2014 and held it in 1 quarter. The position peaked at $229K in Q3 2014. 1,790 funds tracked by Wall St. Rank hold PEP as of Q4 2014.

  • Palisades Hudson Asset Management reported no remaining PepsiCo position as of Q4 2014 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 2,458 PepsiCo shares in Q4 2014, an estimated $229K.
  • Palisades Hudson Asset Management first reported a position in PepsiCo in Q3 2014 and held it in 1 quarter.
  • Palisades Hudson Asset Management's PepsiCo position peaked at $229K in Q3 2014.
  • 1,790 funds tracked by Wall St. Rank held PepsiCo as of Q4 2014.

Based on Palisades Hudson Asset Management's 13F filing for Q4 2014, filed 4 Feb 2015.