Edge Wealth Management’s People Inc PPLI Stock Holding History

Edge 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
2016 Q1	–	Sell	-8,393	Closed	-$90K	–	475
2015 Q4	$90K	Buy	+8,393	New	+$97.2K	0.03%	152

Other funds holding PPLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Edge Wealth Management's PPLI Position: Q1 2016 in Review

Edge Wealth Management sold out of People Inc (PPLI) in Q1 2016, closing a stake of 8,393 shares — an estimated $90K sold.

Edge Wealth Management first reported a position in PPLI in Q4 2015 and held it in 1 quarter. The position peaked at $90K in Q4 2015. 310 funds tracked by Wall St. Rank hold PPLI as of Q1 2016.

Edge Wealth Management reported no remaining People Inc position as of Q1 2016 after selling out during the quarter.
Edge Wealth Management sold 8,393 People Inc shares in Q1 2016, an estimated $90K.
Edge Wealth Management first reported a position in People Inc in Q4 2015 and held it in 1 quarter.
Edge Wealth Management's People Inc position peaked at $90K in Q4 2015.
310 funds tracked by Wall St. Rank held People Inc as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.