First Personal Financial Services’s People Inc PPLI Stock Holding History

First Personal Financial Services’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
2019 Q3	–	Sell	-179	Closed	-$7K	–	640
2019 Q2	$7K	Hold	179	–	–	﹤0.01%	546
2019 Q1	$7K	Hold	179	–	–	﹤0.01%	544
2018 Q4	$6K	Hold	179	–	–	﹤0.01%	541
2018 Q3	$7K	Hold	179	–	–	﹤0.01%	555
2018 Q2	$5K	Sell	179 -8,181	-98%	-$224K	﹤0.01%	578
2018 Q1	$233K	Sell	8,360 -11	-0.1%	-$290	0.05%	195
2017 Q4	$183K	Buy	8,371 +314	+4%	+$7.03K	0.04%	244
2017 Q3	$169K	Hold	8,057	–	–	0.04%	229
2017 Q2	$149K	Hold	8,057	–	–	0.03%	251
2017 Q1	$106K	Hold	8,057	–	–	0.03%	280
2016 Q4	$93K	Hold	8,057	–	–	0.02%	292
2016 Q3	$90K	Hold	8,057	–	–	0.03%	214
2016 Q2	$81K	Buy	+8,057	New	+$74.6K	0.03%	214
2016 Q1	–	Sell	-4,392	Closed	-$47K	–	348
2015 Q4	$47K	Buy	4,392 +4,252	+3,037%	+$49.2K	0.03%	183
2015 Q3	$2K	Hold	140	–	–	﹤0.01%	395
2015 Q2	$2K	Hold	140	–	–	﹤0.01%	395
2015 Q1	$2K	Hold	140	–	–	﹤0.01%	439
2014 Q4	$1K	Buy	+140	New	+$1.58K	﹤0.01%	417

Other funds holding PPLI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CCM

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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

LCG

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

First Personal Financial Services's PPLI Position: Q3 2019 in Review

First Personal Financial Services sold out of People Inc (PPLI) in Q3 2019, closing a stake of 179 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in PPLI in Q4 2014 and held it in 18 quarters. The position peaked at $233K in Q1 2018. 519 funds tracked by Wall St. Rank hold PPLI as of Q3 2019.

First Personal Financial Services reported no remaining People Inc position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 179 People Inc shares in Q3 2019, an estimated $7K.
First Personal Financial Services first reported a position in People Inc in Q4 2014 and held it in 18 quarters.
First Personal Financial Services's People Inc position peaked at $233K in Q1 2018.
519 funds tracked by Wall St. Rank held People Inc as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.