United Capital Financial Advisors’s People Inc PPLI Stock Holding History

United Capital Financial Advisors’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	-87,937	Closed	-$3.43M	–	1397
2019 Q3	$3.43M	Sell	87,937 -7,230	-8%	-$309K	0.02%	489
2019 Q2	$3.7M	Buy	95,167 +13,222	+16%	+$528K	0.02%	477
2019 Q1	$3.08M	Buy	81,945 +10,900	+15%	+$403K	0.02%	505
2018 Q4	$2.32M	Buy	71,045 +15,774	+29%	+$529K	0.02%	526
2018 Q3	$2.14M	Buy	+55,271	New	+$1.79M	0.02%	598
2016 Q1	–	Sell	-38,871	Closed	-$417K	–	1235
2015 Q4	$417K	Buy	38,871 +15,829	+69%	+$183K	﹤0.01%	927
2015 Q3	$269K	Buy	23,042 +4,963	+27%	+$65.9K	﹤0.01%	1084
2015 Q2	$257K	Sell	18,079 -19,075	-51%	-$253K	﹤0.01%	1120
2015 Q1	$464K	Buy	+37,154	New	+$430K	0.01%	918

Other funds holding PPLI

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

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

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

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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

United Capital Financial Advisors's PPLI Position: Q4 2019 in Review

United Capital Financial Advisors sold out of People Inc (PPLI) in Q4 2019, closing a stake of 87,937 shares — an estimated $3.43M sold.

United Capital Financial Advisors first reported a position in PPLI in Q1 2015 and held it in 9 quarters. The position peaked at $3.7M in Q2 2019. 561 funds tracked by Wall St. Rank hold PPLI as of Q4 2019.

United Capital Financial Advisors reported no remaining People Inc position as of Q4 2019 after selling out during the quarter.
United Capital Financial Advisors sold 87,937 People Inc shares in Q4 2019, an estimated $3.43M.
United Capital Financial Advisors first reported a position in People Inc in Q1 2015 and held it in 9 quarters.
United Capital Financial Advisors's People Inc position peaked at $3.7M in Q2 2019.
561 funds tracked by Wall St. Rank held People Inc as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.