DWM
PPLI

Dakota Wealth Management’s People Inc PPLI Stock Holding History

Dakota 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
2020
Q1 		– Sell
-6,155
Closed -$274K – 290
2019
Q4 		$274K Hold
6,155
– – 0.04% 256
2019
Q3 		$240K Sell
6,155
-3,133
-34% -$134K 0.04% 263
2019
Q2 		$361K Sell
9,288
-2,043
-18% -$81.5K 0.07% 205
2019
Q1 		$425K Buy
+11,331
New +$419K 0.08% 200

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
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dakota Wealth Management's PPLI Position: Q1 2020 in Review

Dakota Wealth Management sold out of People Inc (PPLI) in Q1 2020, closing a stake of 6,155 shares — an estimated $274K sold.

Dakota Wealth Management first reported a position in PPLI in Q1 2019 and held it in 4 quarters. The position peaked at $425K in Q1 2019. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • Dakota Wealth Management reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
  • Dakota Wealth Management sold 6,155 People Inc shares in Q1 2020, an estimated $274K.
  • Dakota Wealth Management first reported a position in People Inc in Q1 2019 and held it in 4 quarters.
  • Dakota Wealth Management's People Inc position peaked at $425K in Q1 2019.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Dakota Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.