CAG
PPLI

Crestwood Advisors Group’s People Inc PPLI Stock Holding History

Crestwood Advisors Group’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
2017
Q2 		– Sell
-207
Closed -$4K – 277
2017
Q1 		$4K Buy
+207
New +$2.69K ﹤0.01% 488

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Crestwood Advisors Group's PPLI Position: Q2 2017 in Review

Crestwood Advisors Group sold out of People Inc (PPLI) in Q2 2017, closing a stake of 207 shares — an estimated $4K sold.

Crestwood Advisors Group first reported a position in PPLI in Q1 2017 and held it in 1 quarter. The position peaked at $4K in Q1 2017. 327 funds tracked by Wall St. Rank hold PPLI as of Q2 2017.

  • Crestwood Advisors Group reported no remaining People Inc position as of Q2 2017 after selling out during the quarter.
  • Crestwood Advisors Group sold 207 People Inc shares in Q2 2017, an estimated $4K.
  • Crestwood Advisors Group first reported a position in People Inc in Q1 2017 and held it in 1 quarter.
  • Crestwood Advisors Group's People Inc position peaked at $4K in Q1 2017.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q2 2017.

Based on Crestwood Advisors Group's 13F filing for Q2 2017, filed 31 Jul 2017.