Integrated Wealth Management (Palm Desert)’s People Inc PPLI Stock Holding History

Integrated Wealth Management (Palm Desert)’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 Q4	–	Sell	-565	Closed	-$6K	–	587
2016 Q3	$6K	Hold	565	–	–	﹤0.01%	867
2016 Q2	$6K	Hold	565	–	–	﹤0.01%	873
2016 Q1	$5K	Hold	565	–	–	﹤0.01%	846
2015 Q4	$6K	Buy	565 +5	+0.9%	+$58	﹤0.01%	888
2015 Q3	$7K	Sell	560 -5	-0.9%	-$66	﹤0.01%	858
2015 Q2	$8K	Buy	565 +22	+4%	+$292	﹤0.01%	846
2015 Q1	$6K	Buy	+543	New	+$6.28K	﹤0.01%	892

Other funds holding PPLI

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, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

CCM

Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

SCM

Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PPLI Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of People Inc (PPLI) in Q4 2016, closing a stake of 565 shares — an estimated $6K sold.

Integrated Wealth Management (Palm Desert) first reported a position in PPLI in Q1 2015 and held it in 7 quarters. The position peaked at $8K in Q2 2015. 302 funds tracked by Wall St. Rank hold PPLI as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining People Inc position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 565 People Inc shares in Q4 2016, an estimated $6K.
Integrated Wealth Management (Palm Desert) first reported a position in People Inc in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s People Inc position peaked at $8K in Q2 2015.
302 funds tracked by Wall St. Rank held People Inc as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.