BWM
PPLI

Buckley Wealth Management’s People Inc PPLI Stock Holding History

Buckley 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
2019
Q3 		– Sell
-8,136
Closed -$316K – 141
2019
Q2 		$316K Hold
8,136
– – 0.15% 122
2019
Q1 		$305K Hold
8,136
– – 0.14% 117
2018
Q4 		$266K Hold
8,136
– – 0.14% 124
2018
Q3 		$315K Hold
8,136
– – 0.14% 130
2018
Q2 		$222K Hold
8,136
– – 0.11% 150
2018
Q1 		$227K Buy
+8,136
New +$214K 0.11% 149

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Buckley Wealth Management's PPLI Position: Q3 2019 in Review

Buckley Wealth Management sold out of People Inc (PPLI) in Q3 2019, closing a stake of 8,136 shares — an estimated $316K sold.

Buckley Wealth Management first reported a position in PPLI in Q1 2018 and held it in 6 quarters. The position peaked at $316K in Q2 2019. 519 funds tracked by Wall St. Rank hold PPLI as of Q3 2019.

  • Buckley Wealth Management reported no remaining People Inc position as of Q3 2019 after selling out during the quarter.
  • Buckley Wealth Management sold 8,136 People Inc shares in Q3 2019, an estimated $316K.
  • Buckley Wealth Management first reported a position in People Inc in Q1 2018 and held it in 6 quarters.
  • Buckley Wealth Management's People Inc position peaked at $316K in Q2 2019.
  • 519 funds tracked by Wall St. Rank held People Inc as of Q3 2019.

Based on Buckley Wealth Management's 13F filing for Q3 2019, filed 11 Oct 2019.