BPBT
PPLI

Boston Private Bank & Trust’s People Inc PPLI Stock Holding History

Boston Private Bank & Trust’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
2015
Q1 		$1.25M Sell
103,403
-11,247
-10% -$130K 0.06% 221
2014
Q4 		$1.25M Buy
114,650
+9,960
+10% +$113K 0.06% 221
2014
Q3 		$1.23M Buy
104,690
+9,009
+9% +$109K 0.06% 220
2014
Q2 		$1.18M Buy
95,681
+1,566
+2% +$18.8K 0.06% 223
2014
Q1 		$1.2M Buy
94,115
+700
+0.7% +$9K 0.06% 222
2013
Q4 		$1.15M Buy
93,415
+923
+1% +$9.52K 0.06% 223
2013
Q3 		$904K Buy
92,492
+4,700
+5% +$43K 0.05% 238
2013
Q2 		$747K Buy
+87,792
New +$748K 0.04% 246

Other funds holding PPLI

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
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Boston Private Bank & Trust's PPLI Position: Q1 2015 in Review

Boston Private Bank & Trust reduced its People Inc (PPLI) stake by 9.8% in Q1 2015, selling an estimated $130K and leaving 103,403 shares worth $1.25M. The position accounts for 0.06% of the portfolio, ranked #221.

Boston Private Bank & Trust first reported a position in PPLI in Q2 2013 and has held it in 8 quarters since. 348 funds tracked by Wall St. Rank hold PPLI as of Q1 2015.

  • Boston Private Bank & Trust held 103,403 shares of People Inc worth $1.25M as of Q1 2015.
  • Boston Private Bank & Trust sold 11,247 People Inc shares in Q1 2015, an estimated $130K.
  • People Inc made up 0.06% of Boston Private Bank & Trust's portfolio in Q1 2015, its #221 holding.
  • Boston Private Bank & Trust first reported a position in People Inc in Q2 2013 and has held it in 8 quarters since.
  • 348 funds tracked by Wall St. Rank held People Inc as of Q1 2015.

Based on Boston Private Bank & Trust's 13F filing for Q1 2015, filed 9 Apr 2015.