SWMG
PPLI

Signature Wealth Management Group’s People Inc PPLI Stock Holding History

Signature Wealth Management 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
2018
Q4 		– Sell
-420
Closed -$14K – 173
2018
Q3 		$14K Hold
420
– – 0.01% 163
2018
Q2 		$11K Hold
420
– – 0.01% 173
2018
Q1 		$12K Hold
420
– – 0.01% 167
2017
Q4 		$9K Buy
+420
New +$9.4K 0.01% 194

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Signature Wealth Management Group's PPLI Position: Q4 2018 in Review

Signature Wealth Management Group sold out of People Inc (PPLI) in Q4 2018, closing a stake of 420 shares — an estimated $14K sold.

Signature Wealth Management Group first reported a position in PPLI in Q4 2017 and held it in 4 quarters. The position peaked at $14K in Q3 2018. 471 funds tracked by Wall St. Rank hold PPLI as of Q4 2018.

  • Signature Wealth Management Group reported no remaining People Inc position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 420 People Inc shares in Q4 2018, an estimated $14K.
  • Signature Wealth Management Group first reported a position in People Inc in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's People Inc position peaked at $14K in Q3 2018.
  • 471 funds tracked by Wall St. Rank held People Inc as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.