SevenBridge Financial Group’s People Inc PPLI Stock Holding History

SevenBridge Financial 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
2019 Q3	–	Sell	-297	Closed	-$12K	–	335
2019 Q2	$12K	Hold	297	–	–	﹤0.01%	437
2019 Q1	$11K	Hold	297	–	–	﹤0.01%	401
2018 Q4	$10K	Hold	297	–	–	0.01%	371
2018 Q3	$12K	Hold	297	–	–	0.01%	390
2018 Q2	$8K	Hold	297	–	–	﹤0.01%	447
2018 Q1	$8K	Sell	297 -643	-68%	-$16.9K	﹤0.01%	450
2017 Q4	$21K	Hold	940	–	–	0.01%	368
2017 Q3	$20K	Sell	940 -918	-49%	-$17.8K	0.01%	373
2017 Q2	$34K	Hold	1,858	–	–	0.02%	316
2017 Q1	$25K	Sell	1,858 -2,842	-60%	-$37K	0.02%	345
2016 Q4	$52K	Hold	4,700	–	–	0.04%	247
2016 Q3	$52K	Sell	4,700 -968	-17%	-$10.2K	0.04%	243
2016 Q2	$57K	Buy	+5,668	New	+$52.5K	0.04%	250

Other funds holding PPLI

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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 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

SevenBridge Financial Group's PPLI Position: Q3 2019 in Review

SevenBridge Financial Group sold out of People Inc (PPLI) in Q3 2019, closing a stake of 297 shares — an estimated $12K sold.

SevenBridge Financial Group first reported a position in PPLI in Q2 2016 and held it in 13 quarters. The position peaked at $57K in Q2 2016. 519 funds tracked by Wall St. Rank hold PPLI as of Q3 2019.

SevenBridge Financial Group reported no remaining People Inc position as of Q3 2019 after selling out during the quarter.
SevenBridge Financial Group sold 297 People Inc shares in Q3 2019, an estimated $12K.
SevenBridge Financial Group first reported a position in People Inc in Q2 2016 and held it in 13 quarters.
SevenBridge Financial Group's People Inc position peaked at $57K in Q2 2016.
519 funds tracked by Wall St. Rank held People Inc as of Q3 2019.

Based on SevenBridge Financial Group's 13F filing for Q3 2019, filed 9 Oct 2019.