BRWM
PPLI

B. Riley Wealth Management’s People Inc PPLI Stock Holding History

B. Riley Wealth 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
2020
Q1 		– Sell
-4,963
Closed -$221K – 537
2019
Q4 		$221K Buy
+4,963
New +$200K 0.03% 347
2015
Q3 		– Sell
-16,786
Closed -$238K – 411
2015
Q2 		$238K Buy
+16,786
New +$223K 0.19% 152
2014
Q3 		– Sell
-560
Closed -$6K – 1101
2014
Q2 		$6K Sell
560
-4,476
-89% -$53.6K ﹤0.01% 915
2014
Q1 		$64K Buy
+5,036
New +$64.8K 0.05% 398

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

B. Riley Wealth Management's PPLI Position: Q1 2020 in Review

B. Riley Wealth Management sold out of People Inc (PPLI) in Q1 2020, closing a stake of 4,963 shares — an estimated $221K sold.

B. Riley Wealth Management first reported a position in PPLI in Q1 2014 and held it in 4 quarters. The position peaked at $238K in Q2 2015. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • B. Riley Wealth Management reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
  • B. Riley Wealth Management sold 4,963 People Inc shares in Q1 2020, an estimated $221K.
  • B. Riley Wealth Management first reported a position in People Inc in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's People Inc position peaked at $238K in Q2 2015.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on B. Riley Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.