HFP
PPLI

Holistic Financial Partners’s People Inc PPLI Stock Holding History

Holistic Financial Partners’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
2018
Q1 		– Sell
-129
Closed -$3K – 454
2017
Q4 		$3K Buy
+129
New +$2.89K ﹤0.01% 413

Other funds holding PPLI

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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return

Holistic Financial Partners's PPLI Position: Q1 2018 in Review

Holistic Financial Partners sold out of People Inc (PPLI) in Q1 2018, closing a stake of 129 shares — an estimated $3K sold.

Holistic Financial Partners first reported a position in PPLI in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 441 funds tracked by Wall St. Rank hold PPLI as of Q1 2018.

  • Holistic Financial Partners reported no remaining People Inc position as of Q1 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 129 People Inc shares in Q1 2018, an estimated $3K.
  • Holistic Financial Partners first reported a position in People Inc in Q4 2017 and held it in 1 quarter.
  • Holistic Financial Partners's People Inc position peaked at $3K in Q4 2017.
  • 441 funds tracked by Wall St. Rank held People Inc as of Q1 2018.

Based on Holistic Financial Partners's 13F filing for Q1 2018, filed 14 May 2018.