BA
PPLI

BKS Advisors’s People Inc PPLI Stock Holding History

BKS Advisors’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
Q1 		– Sell
-72,438
Closed -$777K – 171
2015
Q4 		$777K Hold
72,438
– – 0.4% 66
2015
Q3 		$845K Hold
72,438
– – 0.47% 55
2015
Q2 		$1.03M Hold
72,438
– – 0.49% 53
2015
Q1 		$873K Buy
+72,438
New +$838K 0.41% 57

Other funds holding PPLI

Vanguard Group
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

BKS Advisors's PPLI Position: Q1 2016 in Review

BKS Advisors sold out of People Inc (PPLI) in Q1 2016, closing a stake of 72,438 shares — an estimated $777K sold.

BKS Advisors first reported a position in PPLI in Q1 2015 and held it in 4 quarters. The position peaked at $1.03M in Q2 2015. 310 funds tracked by Wall St. Rank hold PPLI as of Q1 2016.

  • BKS Advisors reported no remaining People Inc position as of Q1 2016 after selling out during the quarter.
  • BKS Advisors sold 72,438 People Inc shares in Q1 2016, an estimated $777K.
  • BKS Advisors first reported a position in People Inc in Q1 2015 and held it in 4 quarters.
  • BKS Advisors's People Inc position peaked at $1.03M in Q2 2015.
  • 310 funds tracked by Wall St. Rank held People Inc as of Q1 2016.

Based on BKS Advisors's 13F filing for Q1 2016, filed 9 May 2016.