Simply Money Advisors’s PepsiCo PEP Stock Holding History

Simply Money 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
2014 Q1	–	Sell	-90	Closed	-$7K	–	73
2013 Q4	$7K	Hold	90	–	–	﹤0.01%	38
2013 Q3	$7K	Sell	90 -688	-88%	-$56.5K	﹤0.01%	80
2013 Q2	$64K	Buy	+778	New	+$63.5K	0.01%	53

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $865B AUM 30.76% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

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

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

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

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

Simply Money Advisors's PEP Position: Q1 2014 in Review

Simply Money Advisors sold out of PepsiCo (PEP) in Q1 2014, closing a stake of 90 shares — an estimated $7K sold.

Simply Money Advisors first reported a position in PEP in Q2 2013 and held it in 3 quarters. The position peaked at $64K in Q2 2013. 1,645 funds tracked by Wall St. Rank hold PEP as of Q1 2014.

Simply Money Advisors reported no remaining PepsiCo position as of Q1 2014 after selling out during the quarter.
Simply Money Advisors sold 90 PepsiCo shares in Q1 2014, an estimated $7K.
Simply Money Advisors first reported a position in PepsiCo in Q2 2013 and held it in 3 quarters.
Simply Money Advisors's PepsiCo position peaked at $64K in Q2 2013.
1,645 funds tracked by Wall St. Rank held PepsiCo as of Q1 2014.

Based on Simply Money Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.