DADC
PPLI

D.A. Davidson & Co’s People Inc PPLI Stock Holding History

D.A. Davidson & Co’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
Q3 		– Sell
-26,298
Closed -$485K – 1498
2017
Q2 		$485K Sell
26,298
-1,679
-6% -$28.5K 0.01% 635
2017
Q1 		$368K Sell
27,977
-1,119
-4% -$14.6K 0.01% 707
2016
Q4 		$336K Sell
29,096
-22,941
-44% -$269K 0.01% 789
2016
Q3 		$580K Buy
52,037
+2,797
+6% +$29.5K 0.01% 588
2016
Q2 		$495K Buy
49,240
+7,274
+17% +$67.4K 0.01% 543
2016
Q1 		$353K Buy
41,966
+1,679
+4% +$14.4K 0.01% 622
2015
Q4 		$432K Buy
+40,287
New +$466K 0.01% 584
2014
Q1 		– Sell
-660
Closed -$8K – 2143
2013
Q4 		$8K Buy
+660
New +$6.81K ﹤0.01% 1778
2013
Q3 		– Sell
-957
Closed -$7K – 1753
2013
Q2 		$7K Buy
+957
New +$8.15K ﹤0.01% 1479

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

D.A. Davidson & Co's PPLI Position: Q3 2017 in Review

D.A. Davidson & Co sold out of People Inc (PPLI) in Q3 2017, closing a stake of 26,298 shares — an estimated $485K sold.

D.A. Davidson & Co first reported a position in PPLI in Q2 2013 and held it in 9 quarters. The position peaked at $580K in Q3 2016. 386 funds tracked by Wall St. Rank hold PPLI as of Q3 2017.

  • D.A. Davidson & Co reported no remaining People Inc position as of Q3 2017 after selling out during the quarter.
  • D.A. Davidson & Co sold 26,298 People Inc shares in Q3 2017, an estimated $485K.
  • D.A. Davidson & Co first reported a position in People Inc in Q2 2013 and held it in 9 quarters.
  • D.A. Davidson & Co's People Inc position peaked at $580K in Q3 2016.
  • 386 funds tracked by Wall St. Rank held People Inc as of Q3 2017.

Based on D.A. Davidson & Co's 13F filing for Q3 2017, filed 8 Nov 2017.