United Bank (West Virginia)’s PepsiCo PEP Stock Holding History

United Bank (West Virginia)’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
2017 Q3	$329K	Hold	2,956	–	–	0.13%	84
2017 Q2	$341K	Sell	2,956 -1,074	-27%	-$123K	0.14%	83
2017 Q1	$451K	Sell	4,030 -1,420	-26%	-$152K	0.2%	63
2016 Q4	$570K	Sell	5,450 -735	-12%	-$77K	0.25%	54
2016 Q3	$673K	Hold	6,185	–	–	0.31%	50
2016 Q2	$656K	Sell	6,185 -13,751	-69%	-$1.42M	0.3%	50
2016 Q1	$2.04M	Hold	19,936	–	–	0.93%	32
2015 Q4	$1.99M	Buy	19,936 +15,860	+389%	+$1.58M	0.95%	27
2015 Q3	$384K	Sell	4,076 -973	-19%	-$92.6K	0.2%	59
2015 Q2	$471K	Hold	5,049	–	–	0.21%	54
2015 Q1	$483K	Sell	5,049 -1,740	-26%	-$168K	0.2%	51
2014 Q4	$642K	Sell	6,789 -200	-3%	-$19.2K	0.24%	50
2014 Q3	$650K	Buy	6,989 +99	+1%	+$9.04K	0.25%	48
2014 Q2	$615K	Sell	6,890 -650	-9%	-$56.1K	0.23%	51
2014 Q1	$629K	Sell	7,540 -553	-7%	-$44.9K	0.25%	48
2013 Q4	$671K	Sell	8,093 -414	-5%	-$34.4K	0.27%	46
2013 Q3	$676K	Sell	8,507 -1,030	-11%	-$84.6K	0.29%	40
2013 Q2	$780K	Buy	+9,537	New	+$779K	0.35%	35

Other funds holding PEP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

United Bank (West Virginia)'s PEP Position: Q3 2017 in Review

United Bank (West Virginia) held its PepsiCo (PEP) position steady in Q3 2017 at 2,956 shares worth $329K. The position accounts for 0.13% of the portfolio, ranked #84.

United Bank (West Virginia) first reported a position in PEP in Q2 2013 and has held it in 18 quarters since. The position peaked at $2.04M in Q1 2016. 1,989 funds tracked by Wall St. Rank hold PEP as of Q3 2017.

United Bank (West Virginia) held 2,956 shares of PepsiCo worth $329K as of Q3 2017.
United Bank (West Virginia) left its PepsiCo share count unchanged in Q3 2017.
PepsiCo made up 0.13% of United Bank (West Virginia)'s portfolio in Q3 2017, its #84 holding.
United Bank (West Virginia) first reported a position in PepsiCo in Q2 2013 and has held it in 18 quarters since.
United Bank (West Virginia)'s PepsiCo position peaked at $2.04M in Q1 2016.
1,989 funds tracked by Wall St. Rank held PepsiCo as of Q3 2017.

Based on United Bank (West Virginia)'s 13F filing for Q3 2017, filed 26 Oct 2017.