Appleton Partners’s People Inc PPLI Stock Holding History

Appleton Partners’s Portfolio PPLI Stock Details PPLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-21,106	Closed	-$236K	–	211
2016 Q3	$236K	Sell	21,106 -3,609	-15%	-$38.1K	0.04%	193
2016 Q2	$249K	Sell	24,715 -8,029	-25%	-$74.4K	0.05%	191
2016 Q1	$276K	Sell	32,744 -65,483	-67%	-$564K	0.05%	180
2015 Q4	$1.05M	Sell	98,227 -17,010	-15%	-$197K	0.21%	101
2015 Q3	$1.34M	Buy	115,237 +42,513	+58%	+$565K	0.31%	79
2015 Q2	$1.03M	Buy	72,724 +1,455	+2%	+$19.3K	0.23%	91
2015 Q1	$859K	Sell	71,269 -4,812	-6%	-$55.7K	0.19%	96
2014 Q4	$827K	Buy	76,081 +6,743	+10%	+$76.3K	0.19%	93
2014 Q3	$817K	Buy	69,338 +19,427	+39%	+$235K	0.19%	97
2014 Q2	$618K	Buy	+49,911	New	+$598K	0.14%	105

Other funds holding PPLI

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

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

BIT

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

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

SCM

Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Appleton Partners's PPLI Position: Q4 2016 in Review

Appleton Partners sold out of People Inc (PPLI) in Q4 2016, closing a stake of 21,106 shares — an estimated $236K sold.

Appleton Partners first reported a position in PPLI in Q2 2014 and held it in 10 quarters. The position peaked at $1.34M in Q3 2015. 302 funds tracked by Wall St. Rank hold PPLI as of Q4 2016.

Appleton Partners reported no remaining People Inc position as of Q4 2016 after selling out during the quarter.
Appleton Partners sold 21,106 People Inc shares in Q4 2016, an estimated $236K.
Appleton Partners first reported a position in People Inc in Q2 2014 and held it in 10 quarters.
Appleton Partners's People Inc position peaked at $1.34M in Q3 2015.
302 funds tracked by Wall St. Rank held People Inc as of Q4 2016.

Based on Appleton Partners's 13F filing for Q4 2016, filed 13 Feb 2017.