RIG
PPLI

Roosevelt Investment Group’s People Inc PPLI Stock Holding History

Roosevelt Investment Group’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
2015
Q4 		– Sell
-1,467,099
Closed -$17.1M – 226
2015
Q3 		$17.1M Buy
1,467,099
+97,019
+7% +$1.29M 1.11% 34
2015
Q2 		$19.5M Buy
+1,370,080
New +$18.2M 1.15% 34

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Roosevelt Investment Group's PPLI Position: Q4 2015 in Review

Roosevelt Investment Group sold out of People Inc (PPLI) in Q4 2015, closing a stake of 1,467,099 shares — an estimated $17.1M sold.

Roosevelt Investment Group first reported a position in PPLI in Q2 2015 and held it in 2 quarters. The position peaked at $19.5M in Q2 2015. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2015.

  • Roosevelt Investment Group reported no remaining People Inc position as of Q4 2015 after selling out during the quarter.
  • Roosevelt Investment Group sold 1,467,099 People Inc shares in Q4 2015, an estimated $17.1M.
  • Roosevelt Investment Group first reported a position in People Inc in Q2 2015 and held it in 2 quarters.
  • Roosevelt Investment Group's People Inc position peaked at $19.5M in Q2 2015.
  • 355 funds tracked by Wall St. Rank held People Inc as of Q4 2015.

Based on Roosevelt Investment Group's 13F filing for Q4 2015, filed 11 Feb 2016.