UFF
PPLI

USA Financial Formulas’s People Inc PPLI Stock Holding History

USA Financial Formulas’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
Q3 		– Sell
-10,379
Closed -$290K – 328
2018
Q2 		$290K Hold
10,379
– – 0.07% 246
2018
Q1 		$290K Buy
+10,379
New +$273K 0.07% 246
2017
Q4 		– Sell
-13,837
Closed -$291K – 300
2017
Q3 		$291K Sell
13,837
-42,867
-76% -$832K 0.07% 223
2017
Q2 		$1.05M Sell
56,704
-3,368
-6% -$57.2K 0.25% 88
2017
Q1 		$791K Buy
+60,072
New +$781K 0.19% 109

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
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

USA Financial Formulas's PPLI Position: Q3 2018 in Review

USA Financial Formulas sold out of People Inc (PPLI) in Q3 2018, closing a stake of 10,379 shares — an estimated $290K sold.

USA Financial Formulas first reported a position in PPLI in Q1 2017 and held it in 5 quarters. The position peaked at $1.05M in Q2 2017. 473 funds tracked by Wall St. Rank hold PPLI as of Q3 2018.

  • USA Financial Formulas reported no remaining People Inc position as of Q3 2018 after selling out during the quarter.
  • USA Financial Formulas sold 10,379 People Inc shares in Q3 2018, an estimated $290K.
  • USA Financial Formulas first reported a position in People Inc in Q1 2017 and held it in 5 quarters.
  • USA Financial Formulas's People Inc position peaked at $1.05M in Q2 2017.
  • 473 funds tracked by Wall St. Rank held People Inc as of Q3 2018.

Based on USA Financial Formulas's 13F filing for Q3 2018, filed 31 Oct 2018.