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Sanibel Captiva Investment Advisers’s PepsiCo PEP Stock Holding History

Sanibel Captiva Investment Advisers’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
Q4 		$1.61M Buy
19,470
+2,006
+11% +$167K 1% 35
2013
Q3 		$1.39M Buy
17,464
+2,586
+17% +$213K 1.07% 33
2013
Q2 		$1.22M Buy
+14,878
New +$1.21M 1.18% 34

Other funds holding PEP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
YAM
Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Sanibel Captiva Investment Advisers's PEP Position: Q4 2013 in Review

Sanibel Captiva Investment Advisers increased its PepsiCo (PEP) stake by 11% in Q4 2013, buying an estimated $167K and bringing the position to 19,470 shares worth $1.61M. The position accounts for 1% of the portfolio, ranked #35.

Sanibel Captiva Investment Advisers first reported a position in PEP in Q2 2013 and has held it in 3 quarters since. 1,658 funds tracked by Wall St. Rank hold PEP as of Q4 2013.

  • Sanibel Captiva Investment Advisers held 19,470 shares of PepsiCo worth $1.61M as of Q4 2013.
  • Sanibel Captiva Investment Advisers bought 2,006 PepsiCo shares in Q4 2013, an estimated $167K.
  • PepsiCo made up 1% of Sanibel Captiva Investment Advisers's portfolio in Q4 2013, its #35 holding.
  • Sanibel Captiva Investment Advisers first reported a position in PepsiCo in Q2 2013 and has held it in 3 quarters since.
  • 1,658 funds tracked by Wall St. Rank held PepsiCo as of Q4 2013.

Based on Sanibel Captiva Investment Advisers's 13F filing for Q4 2013, filed 18 Feb 2014.