PCA
PPLI

Personal Capital Advisors’s People Inc PPLI Stock Holding History

Personal Capital Advisors’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
2021
Q2 		– Sell
-1,704
Closed -$201K – 497
2021
Q1 		$201K Sell
1,704
-507
-23% -$63K ﹤0.01% 463
2020
Q4 		$229K Sell
2,211
-973
-31% -$74.6K ﹤0.01% 425
2020
Q3 		$208K Sell
3,184
-936,162
-100% -$64.2M ﹤0.01% 393
2020
Q2 		$54.3M Sell
939,346
-1,007
-0.1% -$44.7K 0.45% 44
2020
Q1 		$30.2M Buy
940,353
+67,598
+8% +$2.68M 0.3% 79
2019
Q4 		$38.9M Buy
872,755
+32,286
+4% +$1.3M 0.33% 80
2019
Q3 		$32.7M Buy
840,469
+14,598
+2% +$623K 0.31% 83
2019
Q2 		$32.1M Buy
825,871
+25,448
+3% +$1.02M 0.33% 78
2019
Q1 		$30.1M Sell
800,423
-202,073
-20% -$7.48M 0.34% 79
2018
Q4 		$32.8M Sell
1,002,496
-14,581
-1% -$489K 0.44% 52
2018
Q3 		$39.4M Buy
1,017,077
+6,927
+0.7% +$225K 0.51% 43
2018
Q2 		$27.5M Buy
1,010,150
+25,028
+3% +$685K 0.39% 70
2018
Q1 		$27.5M Sell
985,122
-198,223
-17% -$5.22M 0.43% 62
2017
Q4 		$25.9M Buy
1,183,345
+26,858
+2% +$601K 0.44% 58
2017
Q3 		$24.3M Buy
1,156,487
+177,694
+18% +$3.45M 0.47% 54
2017
Q2 		$18.1M Buy
978,793
+69,976
+8% +$1.19M 0.4% 75
2017
Q1 		$12M Buy
908,817
+87,434
+11% +$1.14M 0.3% 88
2016
Q4 		$9.51M Buy
821,383
+78,033
+10% +$914K 0.28% 92
2016
Q3 		$8.36M Buy
743,350
+158,165
+27% +$1.67M 0.28% 92
2016
Q2 		$5.89M Buy
585,185
+39,661
+7% +$367K 0.23% 94
2016
Q1 		$4.59M Buy
545,524
+158,417
+41% +$1.36M 0.21% 91
2015
Q4 		$4.15M Buy
387,107
+73,199
+23% +$847K 0.23% 93
2015
Q3 		$3.66M Buy
+313,908
New +$4.17M 0.24% 92

Other funds holding PPLI

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
SP
ShawSpring Partners Boston, Massachusetts $232M AUM 27.09% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Personal Capital Advisors's PPLI Position: Q2 2021 in Review

Personal Capital Advisors sold out of People Inc (PPLI) in Q2 2021, closing a stake of 1,704 shares — an estimated $201K sold.

Personal Capital Advisors first reported a position in PPLI in Q3 2015 and held it in 23 quarters. The position peaked at $54.3M in Q2 2020. 494 funds tracked by Wall St. Rank hold PPLI as of Q2 2021.

  • Personal Capital Advisors reported no remaining People Inc position as of Q2 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 1,704 People Inc shares in Q2 2021, an estimated $201K.
  • Personal Capital Advisors first reported a position in People Inc in Q3 2015 and held it in 23 quarters.
  • Personal Capital Advisors's People Inc position peaked at $54.3M in Q2 2020.
  • 494 funds tracked by Wall St. Rank held People Inc as of Q2 2021.

Based on Personal Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.