CWM
PPLI

Concert Wealth Management’s People Inc PPLI Stock Holding History

Concert 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
2015
Q3 		– Sell
-15,628
Closed -$222K – 714
2015
Q2 		$222K Buy
+15,628
New +$207K 0.03% 604

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
TP
Third Point New York $2.08B AUM 27.04% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

Concert Wealth Management's PPLI Position: Q3 2015 in Review

Concert Wealth Management sold out of People Inc (PPLI) in Q3 2015, closing a stake of 15,628 shares — an estimated $222K sold.

Concert Wealth Management first reported a position in PPLI in Q2 2015 and held it in 1 quarter. The position peaked at $222K in Q2 2015. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2015.

  • Concert Wealth Management reported no remaining People Inc position as of Q3 2015 after selling out during the quarter.
  • Concert Wealth Management sold 15,628 People Inc shares in Q3 2015, an estimated $222K.
  • Concert Wealth Management first reported a position in People Inc in Q2 2015 and held it in 1 quarter.
  • Concert Wealth Management's People Inc position peaked at $222K in Q2 2015.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2015.

Based on Concert Wealth Management's 13F filing for Q3 2015, filed 2 Nov 2015.