RFS
PPLI

Rockefeller Financial Services’s People Inc PPLI Stock Holding History

Rockefeller Financial 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
2014
Q3 		– Sell
-1,113
Closed -$14K – 534
2014
Q2 		$14K Buy
+1,113
New +$13.3K ﹤0.01% 502

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rockefeller Financial Services's PPLI Position: Q3 2014 in Review

Rockefeller Financial Services sold out of People Inc (PPLI) in Q3 2014, closing a stake of 1,113 shares — an estimated $14K sold.

Rockefeller Financial Services first reported a position in PPLI in Q2 2014 and held it in 1 quarter. The position peaked at $14K in Q2 2014. 321 funds tracked by Wall St. Rank hold PPLI as of Q3 2014.

  • Rockefeller Financial Services reported no remaining People Inc position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,113 People Inc shares in Q3 2014, an estimated $14K.
  • Rockefeller Financial Services first reported a position in People Inc in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's People Inc position peaked at $14K in Q2 2014.
  • 321 funds tracked by Wall St. Rank held People Inc as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.