FFW
PPLI

Fusion Family Wealth’s People Inc PPLI Stock Holding History

Fusion Family Wealth’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
Q1 		– Sell
-839
Closed -$27K – 193
2018
Q4 		$27K Hold
839
– – 0.01% 140
2018
Q3 		$33K Hold
839
– – 0.01% 139
2018
Q2 		$23K Hold
839
– – 0.01% 178
2018
Q1 		$23K Hold
839
– – 0.01% 164
2017
Q4 		$18K Buy
+839
New +$18.8K ﹤0.01% 185
2017
Q3 		– Sell
-839
Closed -$15K – 265
2017
Q2 		$15K Hold
839
– – 0.01% 187
2017
Q1 		$11K Hold
839
– – ﹤0.01% 201
2016
Q4 		$10K Buy
+839
New +$9.82K 0.01% 249

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Fusion Family Wealth's PPLI Position: Q1 2019 in Review

Fusion Family Wealth sold out of People Inc (PPLI) in Q1 2019, closing a stake of 839 shares — an estimated $27K sold.

Fusion Family Wealth first reported a position in PPLI in Q4 2016 and held it in 8 quarters. The position peaked at $33K in Q3 2018. 507 funds tracked by Wall St. Rank hold PPLI as of Q1 2019.

  • Fusion Family Wealth reported no remaining People Inc position as of Q1 2019 after selling out during the quarter.
  • Fusion Family Wealth sold 839 People Inc shares in Q1 2019, an estimated $27K.
  • Fusion Family Wealth first reported a position in People Inc in Q4 2016 and held it in 8 quarters.
  • Fusion Family Wealth's People Inc position peaked at $33K in Q3 2018.
  • 507 funds tracked by Wall St. Rank held People Inc as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.