RWA
PPLI

River Wealth Advisors’s People Inc PPLI Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-414
Closed -$14K – 301
2018
Q4 		$14K Hold
414
– – 0.01% 379
2018
Q3 		$16K Hold
414
– – 0.01% 401
2018
Q2 		$11K Buy
+414
New +$11.3K ﹤0.01% 439

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

River Wealth Advisors's PPLI Position: Q1 2019 in Review

River Wealth Advisors sold out of People Inc (PPLI) in Q1 2019, closing a stake of 414 shares — an estimated $14K sold.

River Wealth Advisors first reported a position in PPLI in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 507 funds tracked by Wall St. Rank hold PPLI as of Q1 2019.

  • River Wealth Advisors reported no remaining People Inc position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 414 People Inc shares in Q1 2019, an estimated $14K.
  • River Wealth Advisors first reported a position in People Inc in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's People Inc position peaked at $16K in Q3 2018.
  • 507 funds tracked by Wall St. Rank held People Inc as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.