ACM
PPLI

Ashford Capital Management’s People Inc PPLI Stock Holding History

Ashford Capital Management’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
2013
Q4 		– Sell
-226,054
Closed -$2.21M – 130
2013
Q3 		$2.21M Sell
226,054
-8,511
-4% -$77.8K 0.44% 65
2013
Q2 		$2M Buy
+234,565
New +$2M 0.43% 68

Other funds holding PPLI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ashford Capital Management's PPLI Position: Q4 2013 in Review

Ashford Capital Management sold out of People Inc (PPLI) in Q4 2013, closing a stake of 226,054 shares — an estimated $2.21M sold.

Ashford Capital Management first reported a position in PPLI in Q2 2013 and held it in 2 quarters. The position peaked at $2.21M in Q3 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q4 2013.

  • Ashford Capital Management reported no remaining People Inc position as of Q4 2013 after selling out during the quarter.
  • Ashford Capital Management sold 226,054 People Inc shares in Q4 2013, an estimated $2.21M.
  • Ashford Capital Management first reported a position in People Inc in Q2 2013 and held it in 2 quarters.
  • Ashford Capital Management's People Inc position peaked at $2.21M in Q3 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q4 2013.

Based on Ashford Capital Management's 13F filing for Q4 2013, filed 14 Feb 2014.