MCWS
PPLI

McKinley Carter Wealth Services’s People Inc PPLI Stock Holding History

McKinley Carter Wealth Services’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
Q2 		– Sell
-425
Closed -$12K – 264
2018
Q1 		$12K Buy
+425
New +$11.2K ﹤0.01% 366

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McKinley Carter Wealth Services's PPLI Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of People Inc (PPLI) in Q2 2018, closing a stake of 425 shares — an estimated $12K sold.

McKinley Carter Wealth Services first reported a position in PPLI in Q1 2018 and held it in 1 quarter. The position peaked at $12K in Q1 2018. 448 funds tracked by Wall St. Rank hold PPLI as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining People Inc position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 425 People Inc shares in Q2 2018, an estimated $12K.
  • McKinley Carter Wealth Services first reported a position in People Inc in Q1 2018 and held it in 1 quarter.
  • McKinley Carter Wealth Services's People Inc position peaked at $12K in Q1 2018.
  • 448 funds tracked by Wall St. Rank held People Inc as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.