EWM
PPLI

Evercore Wealth Management’s People Inc PPLI Stock Holding History

Evercore 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
2015
Q1 		– Sell
-408
Closed -$4K – 1014
2014
Q4 		$4K Hold
408
– – ﹤0.01% 806
2014
Q3 		$5K Hold
408
– – ﹤0.01% 866
2014
Q2 		$5K Buy
+408
New +$4.89K ﹤0.01% 905

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

Evercore Wealth Management's PPLI Position: Q1 2015 in Review

Evercore Wealth Management sold out of People Inc (PPLI) in Q1 2015, closing a stake of 408 shares — an estimated $4K sold.

Evercore Wealth Management first reported a position in PPLI in Q2 2014 and held it in 3 quarters. The position peaked at $5K in Q3 2014. 348 funds tracked by Wall St. Rank hold PPLI as of Q1 2015.

  • Evercore Wealth Management reported no remaining People Inc position as of Q1 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 408 People Inc shares in Q1 2015, an estimated $4K.
  • Evercore Wealth Management first reported a position in People Inc in Q2 2014 and held it in 3 quarters.
  • Evercore Wealth Management's People Inc position peaked at $5K in Q3 2014.
  • 348 funds tracked by Wall St. Rank held People Inc as of Q1 2015.

Based on Evercore Wealth Management's 13F filing for Q1 2015, filed 6 May 2015.