Rushmore Investment Advisors’s PepsiCo PEP Stock Holding History

Rushmore 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
2013 Q2	$1.23M	Buy	+15,042	New	+$1.23M	0.25%	106

Other funds holding PEP

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

BIT

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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

YAM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Rushmore Investment Advisors's PEP Position: Q2 2013 in Review

Rushmore Investment Advisors opened a new position in PepsiCo (PEP) in Q2 2013: 15,042 shares worth $1.23M. The stake represents 0.25% of the portfolio and ranks #106 among its holdings.

1,516 funds tracked by Wall St. Rank hold PEP as of Q2 2013.

Rushmore Investment Advisors held 15,042 shares of PepsiCo worth $1.23M as of Q2 2013.
PepsiCo was a new Rushmore Investment Advisors position in Q2 2013.
PepsiCo made up 0.25% of Rushmore Investment Advisors's portfolio in Q2 2013, its #106 holding.
1,516 funds tracked by Wall St. Rank held PepsiCo as of Q2 2013.

Based on Rushmore Investment Advisors's 13F filing for Q2 2013, filed 29 Aug 2013.