GWM
PPLI

Gupta Wealth Management’s People Inc PPLI Stock Holding History

Gupta 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
2016
Q1 		$11K Hold
1,259
– – ﹤0.01% 842
2015
Q4 		$14K Hold
1,259
– – ﹤0.01% 797
2015
Q3 		$15K Sell
1,259
-2,238
-64% -$29.7K ﹤0.01% 783
2015
Q2 		$50K Buy
3,497
+1,259
+56% +$16.7K 0.01% 468
2015
Q1 		$27K Buy
+2,238
New +$25.9K 0.01% 518

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Gupta Wealth Management's PPLI Position: Q1 2016 in Review

Gupta Wealth Management held its People Inc (PPLI) position steady in Q1 2016 at 1,259 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Gupta Wealth Management first reported a position in PPLI in Q1 2015 and has held it in 5 quarters since. The position peaked at $50K in Q2 2015. 310 funds tracked by Wall St. Rank hold PPLI as of Q1 2016.

  • Gupta Wealth Management held 1,259 shares of People Inc worth $11K as of Q1 2016.
  • Gupta Wealth Management left its People Inc share count unchanged in Q1 2016.
  • People Inc made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #842 holding.
  • Gupta Wealth Management first reported a position in People Inc in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's People Inc position peaked at $50K in Q2 2015.
  • 310 funds tracked by Wall St. Rank held People Inc as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.