U
PPLI

UBS’s People Inc PPLI Stock Holding History

UBS’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
2014
Q3 		$7K Hold
560
– – ﹤0.01% 9160
2014
Q2 		$7K Sell
560
-40,846
-99% -$489K ﹤0.01% 9223
2014
Q1 		$528K Buy
41,406
+560
+1% +$7.2K ﹤0.01% 4165
2013
Q4 		$501K Buy
40,846
+39,727
+3,550% +$410K ﹤0.01% 4341
2013
Q3 		$11K Sell
1,119
-7,274
-87% -$66.5K ﹤0.01% 8718
2013
Q2 		$71K Buy
+8,393
New +$71.5K ﹤0.01% 6312

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SCM
SAB Capital Management New York $4.44M AUM 12.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

UBS's PPLI Position: Q3 2014 in Review

UBS reduced its People Inc (PPLI) stake by 78% in Q3 2014, selling an estimated $39.3M and leaving 933,627 shares worth $11M. The position accounts for 0.01% of the portfolio, ranked #1384.

UBS first reported a position in PPLI in Q2 2013 and has held it in 6 quarters since. The position peaked at $51.8M in Q2 2014. 321 funds tracked by Wall St. Rank hold PPLI as of Q3 2014.

  • UBS held 933,627 shares of People Inc worth $11M as of Q3 2014.
  • UBS sold 3,251,631 People Inc shares in Q3 2014, an estimated $39.3M.
  • People Inc made up 0.01% of UBS's portfolio in Q3 2014, its #1384 holding.
  • UBS first reported a position in People Inc in Q2 2013 and has held it in 6 quarters since.
  • UBS's People Inc position peaked at $51.8M in Q2 2014.
  • 321 funds tracked by Wall St. Rank held People Inc as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.