LWM
PPLI

Lenox Wealth Management’s People Inc PPLI Stock Holding History

Lenox 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
2019
Q4 		– Sell
-593
Closed -$23K – 724
2019
Q3 		$23K Sell
593
-78
-12% -$3.33K 0.01% 340
2019
Q2 		$26K Buy
671
+11
+2% +$439 0.01% 316
2019
Q1 		$25K Sell
660
-118
-15% -$4.37K 0.01% 321
2018
Q4 		$4K Hold
778
– – ﹤0.01% 492
2018
Q3 		$5K Buy
+778
New +$25.3K ﹤0.01% 500

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Lenox Wealth Management's PPLI Position: Q4 2019 in Review

Lenox Wealth Management sold out of People Inc (PPLI) in Q4 2019, closing a stake of 593 shares — an estimated $23K sold.

Lenox Wealth Management first reported a position in PPLI in Q3 2018 and held it in 5 quarters. The position peaked at $26K in Q2 2019. 561 funds tracked by Wall St. Rank hold PPLI as of Q4 2019.

  • Lenox Wealth Management reported no remaining People Inc position as of Q4 2019 after selling out during the quarter.
  • Lenox Wealth Management sold 593 People Inc shares in Q4 2019, an estimated $23K.
  • Lenox Wealth Management first reported a position in People Inc in Q3 2018 and held it in 5 quarters.
  • Lenox Wealth Management's People Inc position peaked at $26K in Q2 2019.
  • 561 funds tracked by Wall St. Rank held People Inc as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.