DIA
PPLI

Dana Investment Advisors’s People Inc PPLI Stock Holding History

Dana Investment Advisors’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
2014
Q2 		– Sell
-196,852
Closed -$2.51M – 271
2014
Q1 		$2.51M Sell
196,852
-14,710
-7% -$189K 0.16% 111
2013
Q4 		$2.6M Sell
211,562
-7,442
-3% -$76.7K 0.17% 108
2013
Q3 		$2.14M Buy
219,004
+9,937
+5% +$90.8K 0.15% 108
2013
Q2 		$1.78M Buy
+209,067
New +$1.78M 0.13% 119

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Dana Investment Advisors's PPLI Position: Q2 2014 in Review

Dana Investment Advisors sold out of People Inc (PPLI) in Q2 2014, closing a stake of 196,852 shares — an estimated $2.51M sold.

Dana Investment Advisors first reported a position in PPLI in Q2 2013 and held it in 4 quarters. The position peaked at $2.6M in Q4 2013. 316 funds tracked by Wall St. Rank hold PPLI as of Q2 2014.

  • Dana Investment Advisors reported no remaining People Inc position as of Q2 2014 after selling out during the quarter.
  • Dana Investment Advisors sold 196,852 People Inc shares in Q2 2014, an estimated $2.51M.
  • Dana Investment Advisors first reported a position in People Inc in Q2 2013 and held it in 4 quarters.
  • Dana Investment Advisors's People Inc position peaked at $2.6M in Q4 2013.
  • 316 funds tracked by Wall St. Rank held People Inc as of Q2 2014.

Based on Dana Investment Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.