Peachtree Investment Advisors’s PepsiCo PEP Stock Holding History

Peachtree 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
2015 Q4	–	Sell	-7,301	Closed	-$688K	–	99
2015 Q3	$688K	Hold	7,301	–	–	0.71%	44
2015 Q2	$681K	Hold	7,301	–	–	0.51%	60
2015 Q1	$698K	Buy	7,301 +100	+1%	+$9.68K	0.5%	61
2014 Q4	$681K	Sell	7,201 -260	-3%	-$24.9K	0.46%	64
2014 Q3	$695K	Sell	7,461 -65	-0.9%	-$5.93K	0.46%	65
2014 Q2	$672K	Buy	7,526 +330	+5%	+$28.5K	0.45%	64
2014 Q1	$601K	Hold	7,196	–	–	0.41%	70
2013 Q4	$597K	Buy	+7,196	New	+$598K	0.41%	71

Other funds holding PEP

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LTI

Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

BIT

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TFM

Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return

Peachtree Investment Advisors's PEP Position: Q4 2015 in Review

Peachtree Investment Advisors sold out of PepsiCo (PEP) in Q4 2015, closing a stake of 7,301 shares — an estimated $688K sold.

Peachtree Investment Advisors first reported a position in PEP in Q4 2013 and held it in 8 quarters. The position peaked at $698K in Q1 2015. 1,859 funds tracked by Wall St. Rank hold PEP as of Q4 2015.

Peachtree Investment Advisors reported no remaining PepsiCo position as of Q4 2015 after selling out during the quarter.
Peachtree Investment Advisors sold 7,301 PepsiCo shares in Q4 2015, an estimated $688K.
Peachtree Investment Advisors first reported a position in PepsiCo in Q4 2013 and held it in 8 quarters.
Peachtree Investment Advisors's PepsiCo position peaked at $698K in Q1 2015.
1,859 funds tracked by Wall St. Rank held PepsiCo as of Q4 2015.

Based on Peachtree Investment Advisors's 13F filing for Q4 2015, filed 14 Jan 2016.