Gideon Capital Advisors’s People Inc PPLI Stock Holding History

Gideon Capital Advisors’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 Q1	–	Sell	-17,021	Closed	-$758K	–	92
2019 Q4	$758K	Buy	+17,021	New	+$686K	0.26%	134
2019 Q3	–	Sell	-56,821	Closed	-$2.21M	–	340
2019 Q2	$2.21M	Buy	56,821 +25,873	+84%	+$1.03M	0.76%	27
2019 Q1	$1.16M	Buy	+30,948	New	+$1.14M	0.42%	62
2018 Q1	–	Sell	-22,824	Closed	-$499K	–	399
2017 Q4	$499K	Buy	+22,824	New	+$511K	0.44%	56
2017 Q2	–	Sell	-19,774	Closed	-$261K	–	325
2017 Q1	$261K	Sell	19,774 -13,328	-40%	-$173K	0.16%	296
2016 Q4	$384K	Buy	+33,102	New	+$388K	0.25%	157
2015 Q1	–	Sell	-31,385	Closed	-$341K	–	262
2014 Q4	$341K	Buy	+31,385	New	+$355K	0.16%	154

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

Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return

CCM

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

FCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gideon Capital Advisors's PPLI Position: Q1 2020 in Review

Gideon Capital Advisors sold out of People Inc (PPLI) in Q1 2020, closing a stake of 17,021 shares — an estimated $758K sold.

Gideon Capital Advisors first reported a position in PPLI in Q4 2014 and held it in 7 quarters. The position peaked at $2.21M in Q2 2019. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

Gideon Capital Advisors reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 17,021 People Inc shares in Q1 2020, an estimated $758K.
Gideon Capital Advisors first reported a position in People Inc in Q4 2014 and held it in 7 quarters.
Gideon Capital Advisors's People Inc position peaked at $2.21M in Q2 2019.
492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.