BFC
PPLI

Bedel Financial Consulting’s People Inc PPLI Stock Holding History

Bedel Financial Consulting’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
Q3 		– Sell
-1,332
Closed -$77K – 833
2020
Q2 		$77K Hold
1,332
– – 0.04% 227
2020
Q1 		$43K Hold
1,332
– – 0.03% 279
2019
Q4 		$59K Hold
1,332
– – 0.03% 271
2019
Q3 		$52K Hold
1,332
– – 0.03% 278
2019
Q2 		$52K Hold
1,332
– – 0.03% 273
2019
Q1 		$50K Hold
1,332
– – 0.03% 276
2018
Q4 		$44K Hold
1,332
– – 0.03% 270
2018
Q3 		$49K Hold
1,332
– – 0.03% 272
2018
Q2 		$36K Hold
1,332
– – 0.03% 297
2018
Q1 		$37K Buy
+1,332
New +$35.1K 0.03% 300

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 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

Bedel Financial Consulting's PPLI Position: Q3 2020 in Review

Bedel Financial Consulting sold out of People Inc (PPLI) in Q3 2020, closing a stake of 1,332 shares — an estimated $77K sold.

Bedel Financial Consulting first reported a position in PPLI in Q1 2018 and held it in 10 quarters. The position peaked at $77K in Q2 2020. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

  • Bedel Financial Consulting reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
  • Bedel Financial Consulting sold 1,332 People Inc shares in Q3 2020, an estimated $77K.
  • Bedel Financial Consulting first reported a position in People Inc in Q1 2018 and held it in 10 quarters.
  • Bedel Financial Consulting's People Inc position peaked at $77K in Q2 2020.
  • 475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Bedel Financial Consulting's 13F filing for Q3 2020, filed 20 Oct 2020.