Luther King Capital Management (LKCM)
PPLI

Luther King Capital Management (LKCM)’s People Inc PPLI Stock Holding History

Luther King Capital Management (LKCM)’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
2013
Q4 		– Sell
-82,057
Closed -$802K – 569
2013
Q3 		$802K Buy
82,057
+15,667
+24% +$143K 0.01% 461
2013
Q2 		$565K Buy
+66,390
New +$566K 0.01% 513

Other funds holding PPLI

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Luther King Capital Management (LKCM)'s PPLI Position: Q4 2013 in Review

Luther King Capital Management (LKCM) sold out of People Inc (PPLI) in Q4 2013, closing a stake of 82,057 shares — an estimated $802K sold.

Luther King Capital Management (LKCM) first reported a position in PPLI in Q2 2013 and held it in 2 quarters. The position peaked at $802K in Q3 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q4 2013.

  • Luther King Capital Management (LKCM) reported no remaining People Inc position as of Q4 2013 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 82,057 People Inc shares in Q4 2013, an estimated $802K.
  • Luther King Capital Management (LKCM) first reported a position in People Inc in Q2 2013 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s People Inc position peaked at $802K in Q3 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q4 2013.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2013, filed 12 Feb 2014.