MWM
PPLI

Meridian Wealth Management’s People Inc PPLI Stock Holding History

Meridian 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
Q3 		– Sell
-1,494
Closed -$581 – 309
2019
Q2 		$581 Buy
+1,494
New +$59.6K 0.02% 351
2018
Q4 		– Sell
-96,689
Closed -$3.75M – 169
2018
Q3 		$3.75M Buy
+96,689
New +$3.14M 1.61% 17

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Meridian Wealth Management's PPLI Position: Q3 2019 in Review

Meridian Wealth Management sold out of People Inc (PPLI) in Q3 2019, closing a stake of 1,494 shares — an estimated $581 sold.

Meridian Wealth Management first reported a position in PPLI in Q3 2018 and held it in 2 quarters. The position peaked at $3.75M in Q3 2018. 519 funds tracked by Wall St. Rank hold PPLI as of Q3 2019.

  • Meridian Wealth Management reported no remaining People Inc position as of Q3 2019 after selling out during the quarter.
  • Meridian Wealth Management sold 1,494 People Inc shares in Q3 2019, an estimated $581.
  • Meridian Wealth Management first reported a position in People Inc in Q3 2018 and held it in 2 quarters.
  • Meridian Wealth Management's People Inc position peaked at $3.75M in Q3 2018.
  • 519 funds tracked by Wall St. Rank held People Inc as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.