TVWM
PPLI

Tower View Wealth Management’s People Inc PPLI Stock Holding History

Tower View Wealth 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
2019
Q4 		– Sell
-27,182
Closed -$1.06M – 142
2019
Q3 		$1.06M Sell
27,182
-851
-3% -$36.3K 0.87% 41
2019
Q2 		$1.09M Buy
28,033
+532
+2% +$21.2K 0.93% 41
2019
Q1 		$1.03M Buy
27,501
+9,534
+53% +$353K 0.92% 42
2018
Q4 		$588K Buy
+17,967
New +$603K 0.61% 48

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
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Tower View Wealth Management's PPLI Position: Q4 2019 in Review

Tower View Wealth Management sold out of People Inc (PPLI) in Q4 2019, closing a stake of 27,182 shares — an estimated $1.06M sold.

Tower View Wealth Management first reported a position in PPLI in Q4 2018 and held it in 4 quarters. The position peaked at $1.09M in Q2 2019. 561 funds tracked by Wall St. Rank hold PPLI as of Q4 2019.

  • Tower View Wealth Management reported no remaining People Inc position as of Q4 2019 after selling out during the quarter.
  • Tower View Wealth Management sold 27,182 People Inc shares in Q4 2019, an estimated $1.06M.
  • Tower View Wealth Management first reported a position in People Inc in Q4 2018 and held it in 4 quarters.
  • Tower View Wealth Management's People Inc position peaked at $1.09M in Q2 2019.
  • 561 funds tracked by Wall St. Rank held People Inc as of Q4 2019.

Based on Tower View Wealth Management's 13F filing for Q4 2019, filed 13 Jan 2020.