SGAM
PPLI

Smith Group Asset Management’s People Inc PPLI Stock Holding History

Smith Group Asset Management’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
2013
Q4 		– Sell
-1,373,281
Closed -$13.4M – 408
2013
Q3 		$13.4M Hold
1,373,281
– – 0.56% 71
2013
Q2 		$11.7M Buy
+1,373,281
New +$11.7M 0.51% 76

Other funds holding PPLI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Smith Group Asset Management's PPLI Position: Q4 2013 in Review

Smith Group Asset Management sold out of People Inc (PPLI) in Q4 2013, closing a stake of 1,373,281 shares — an estimated $13.4M sold.

Smith Group Asset Management first reported a position in PPLI in Q2 2013 and held it in 2 quarters. The position peaked at $13.4M in Q3 2013. 327 funds tracked by Wall St. Rank hold PPLI as of Q4 2013.

  • Smith Group Asset Management reported no remaining People Inc position as of Q4 2013 after selling out during the quarter.
  • Smith Group Asset Management sold 1,373,281 People Inc shares in Q4 2013, an estimated $13.4M.
  • Smith Group Asset Management first reported a position in People Inc in Q2 2013 and held it in 2 quarters.
  • Smith Group Asset Management's People Inc position peaked at $13.4M in Q3 2013.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q4 2013.

Based on Smith Group Asset Management's 13F filing for Q4 2013, filed 29 Jan 2014.