WealthShield’s PepsiCo PEP Stock Holding History

WealthShield’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 Q4	$763K	Buy	+6,444	New	+$736K	0.46%	46

Other funds holding PEP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

WealthShield's PEP Position: Q4 2017 in Review

WealthShield opened a new position in PepsiCo (PEP) in Q4 2017: 6,444 shares worth $763K. The stake represents 0.46% of the portfolio and ranks #46 among its holdings.

2,157 funds tracked by Wall St. Rank hold PEP as of Q4 2017.

WealthShield held 6,444 shares of PepsiCo worth $763K as of Q4 2017.
PepsiCo was a new WealthShield position in Q4 2017.
PepsiCo made up 0.46% of WealthShield's portfolio in Q4 2017, its #46 holding.
2,157 funds tracked by Wall St. Rank held PepsiCo as of Q4 2017.

Based on WealthShield's 13F filing for Q4 2017, filed 14 Feb 2018.