EWM
PPLI

Elite Wealth Management’s People Inc PPLI Stock Holding History

Elite 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
2014
Q4 		– Sell
-705
Closed -$2K – 227
2014
Q3 		$2K Hold
705
– – ﹤0.01% 482
2014
Q2 		$3K Buy
+705
New +$8.44K ﹤0.01% 356
2014
Q1 		– Sell
-1,964
Closed -$15K – 486
2013
Q4 		$15K Buy
+1,964
New +$20.3K 0.01% 311

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elite Wealth Management's PPLI Position: Q1 2014 in Review

Elite Wealth Management sold out of People Inc (PPLI) in Q1 2014, closing a stake of 380 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in PPLI in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q1 2014.

  • Elite Wealth Management reported no remaining People Inc position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 380 People Inc shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in People Inc in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's People Inc position peaked at $5K in Q4 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.