Shine Investment Advisory Services’s People Inc PPLI Stock Holding History

Shine Investment Advisory 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
2020 Q3	–	Sell	-218	Closed	-$13K	–	736
2020 Q2	$13K	Sell	218 -381	-64%	-$16.9K	﹤0.01%	517
2020 Q1	$19K	Hold	599	–	–	0.01%	428
2019 Q4	$27K	Hold	599	–	–	0.01%	442
2019 Q3	$23K	Buy	599 +157	+36%	+$6.7K	0.01%	438
2019 Q2	$17K	Hold	442	–	–	0.01%	477
2019 Q1	$17K	Buy	442 +67	+18%	+$2.48K	0.01%	484
2018 Q4	$12K	Hold	375	–	–	0.01%	498
2018 Q3	$15K	Hold	375	–	–	0.01%	479
2018 Q2	$10K	Hold	375	–	–	0.01%	522
2018 Q1	$10K	Buy	+375	New	+$9.88K	0.01%	528

Other funds holding PPLI

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

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

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Shine Investment Advisory Services's PPLI Position: Q3 2020 in Review

Shine Investment Advisory Services sold out of People Inc (PPLI) in Q3 2020, closing a stake of 218 shares — an estimated $13K sold.

Shine Investment Advisory Services first reported a position in PPLI in Q1 2018 and held it in 10 quarters. The position peaked at $27K in Q4 2019. 476 funds tracked by Wall St. Rank hold PPLI as of Q3 2020.

Shine Investment Advisory Services reported no remaining People Inc position as of Q3 2020 after selling out during the quarter.
Shine Investment Advisory Services sold 218 People Inc shares in Q3 2020, an estimated $13K.
Shine Investment Advisory Services first reported a position in People Inc in Q1 2018 and held it in 10 quarters.
Shine Investment Advisory Services's People Inc position peaked at $27K in Q4 2019.
476 funds tracked by Wall St. Rank held People Inc as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.