FM
PPLI

Family Management’s People Inc PPLI Stock Holding History

Family 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
2013
Q4 		– Sell
-360,904
Closed -$3.53M – 71
2013
Q3 		$3.53M Sell
360,904
-68,683
-16% -$628K 2.28% 21
2013
Q2 		$3.65M Buy
+429,587
New +$3.66M 2.22% 18

Other funds holding PPLI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Family Management's PPLI Position: Q4 2013 in Review

Family Management sold out of People Inc (PPLI) in Q4 2013, closing a stake of 360,904 shares — an estimated $3.53M sold.

Family Management first reported a position in PPLI in Q2 2013 and held it in 2 quarters. The position peaked at $3.65M in Q2 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q4 2013.

  • Family Management reported no remaining People Inc position as of Q4 2013 after selling out during the quarter.
  • Family Management sold 360,904 People Inc shares in Q4 2013, an estimated $3.53M.
  • Family Management first reported a position in People Inc in Q2 2013 and held it in 2 quarters.
  • Family Management's People Inc position peaked at $3.65M in Q2 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q4 2013.

Based on Family Management's 13F filing for Q4 2013, filed 14 Feb 2014.