JWM
PPLI

Jackson Wealth Management’s People Inc PPLI Stock Holding History

Jackson 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
2020
Q1 		– Sell
-70,485
Closed -$3.32M – 122
2019
Q4 		$3.32M Buy
70,485
+1,471
+2% +$59.3K 0.55% 54
2019
Q3 		$2.78M Buy
+69,014
New +$2.95M 0.58% 52

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AC
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jackson Wealth Management's PPLI Position: Q1 2020 in Review

Jackson Wealth Management sold out of People Inc (PPLI) in Q1 2020, closing a stake of 70,485 shares — an estimated $3.32M sold.

Jackson Wealth Management first reported a position in PPLI in Q3 2019 and held it in 2 quarters. The position peaked at $3.32M in Q4 2019. 492 funds tracked by Wall St. Rank hold PPLI as of Q1 2020.

  • Jackson Wealth Management reported no remaining People Inc position as of Q1 2020 after selling out during the quarter.
  • Jackson Wealth Management sold 70,485 People Inc shares in Q1 2020, an estimated $3.32M.
  • Jackson Wealth Management first reported a position in People Inc in Q3 2019 and held it in 2 quarters.
  • Jackson Wealth Management's People Inc position peaked at $3.32M in Q4 2019.
  • 492 funds tracked by Wall St. Rank held People Inc as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.