APP
PPLI

Avantax Planning Partners’s People Inc PPLI Stock Holding History

Avantax Planning 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
2018
Q4 		– Sell
-436
Closed -$17K – 696
2018
Q3 		$17K Buy
+436
New +$14.2K ﹤0.01% 743
2018
Q2 		– Sell
-201
Closed -$6K – 786
2018
Q1 		$6K Buy
+201
New +$5.3K ﹤0.01% 1264

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Avantax Planning Partners's PPLI Position: Q4 2018 in Review

Avantax Planning Partners sold out of People Inc (PPLI) in Q4 2018, closing a stake of 436 shares — an estimated $17K sold.

Avantax Planning Partners first reported a position in PPLI in Q1 2018 and held it in 2 quarters. The position peaked at $17K in Q3 2018. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2018.

  • Avantax Planning Partners reported no remaining People Inc position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 436 People Inc shares in Q4 2018, an estimated $17K.
  • Avantax Planning Partners first reported a position in People Inc in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's People Inc position peaked at $17K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.