EAM
PPLI

Evanson Asset Management’s People Inc PPLI Stock Holding History

Evanson Asset 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
Q3 		– Sell
-4,857
Closed -$281K – 250
2020
Q2 		$281K Buy
+4,857
New +$216K 0.06% 179
2020
Q1 		– Sell
-4,857
Closed -$216K – 233
2019
Q4 		$216K Buy
+4,857
New +$196K 0.04% 220

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Evanson Asset Management's PPLI Position: Q3 2020 in Review

Evanson Asset Management sold out of People Inc (PPLI) in Q3 2020, closing a stake of 4,857 shares — an estimated $281K sold.

Evanson Asset Management first reported a position in PPLI in Q4 2019 and held it in 2 quarters. The position peaked at $281K in Q2 2020. 475 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

  • Evanson Asset Management reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
  • Evanson Asset Management sold 4,857 People Inc shares in Q3 2020, an estimated $281K.
  • Evanson Asset Management first reported a position in People Inc in Q4 2019 and held it in 2 quarters.
  • Evanson Asset Management's People Inc position peaked at $281K in Q2 2020.
  • 475 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Evanson Asset Management's 13F filing for Q3 2020, filed 13 Oct 2020.