VWM
PPLI

Valley Wealth Managers’s People Inc PPLI Stock Holding History

Valley Wealth Managers’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
2017
Q2 		– Sell
-1,197,300
Closed -$15.8M – 146
2017
Q1 		$15.8M Sell
1,197,300
-44,315
-4% -$576K 2.09% 12
2016
Q4 		$14.4M Sell
1,241,615
-53,884
-4% -$631K 2.06% 20
2016
Q3 		$14.5M Sell
1,295,499
-10,715
-0.8% -$113K 2.13% 17
2016
Q2 		$13.1M Buy
1,306,214
+35,363
+3% +$328K 2% 26
2016
Q1 		$10.7M Buy
1,270,851
+276,888
+28% +$2.38M 1.81% 38
2015
Q4 		$10.7M Buy
993,963
+286
+0% +$3.31K 1.91% 32
2015
Q3 		$11.6M Sell
993,677
-25,627
-3% -$340K 2.11% 27
2015
Q2 		$14.5M Sell
1,019,304
-22,410
-2% -$297K 2.52% 4
2015
Q1 		$12.6M Buy
1,041,714
+11,555
+1% +$134K 2.16% 19
2014
Q4 		$11.2M Buy
1,030,159
+23,752
+2% +$269K 2% 29
2014
Q3 		$11.9M Sell
1,006,407
-68,611
-6% -$829K 2.27% 14
2014
Q2 		$13.3M Buy
1,075,018
+5,417
+0.5% +$64.9K 2.53% 4
2014
Q1 		$13.6M Sell
1,069,601
-42,945
-4% -$552K 2.73% 2
2013
Q4 		$13.7M Sell
1,112,546
-8,981
-0.8% -$92.6K 2.8% 2
2013
Q3 		$11M Buy
+1,121,527
New +$10.2M 2.39% 10

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Valley Wealth Managers's PPLI Position: Q2 2017 in Review

Valley Wealth Managers sold out of People Inc (PPLI) in Q2 2017, closing a stake of 1,197,300 shares — an estimated $15.8M sold.

Valley Wealth Managers first reported a position in PPLI in Q3 2013 and held it in 15 quarters. The position peaked at $15.8M in Q1 2017. 327 funds tracked by Wall St. Rank hold PPLI as of Q2 2017.

  • Valley Wealth Managers reported no remaining People Inc position as of Q2 2017 after selling out during the quarter.
  • Valley Wealth Managers sold 1,197,300 People Inc shares in Q2 2017, an estimated $15.8M.
  • Valley Wealth Managers first reported a position in People Inc in Q3 2013 and held it in 15 quarters.
  • Valley Wealth Managers's People Inc position peaked at $15.8M in Q1 2017.
  • 327 funds tracked by Wall St. Rank held People Inc as of Q2 2017.

Based on Valley Wealth Managers's 13F filing for Q2 2017, filed 13 Jul 2017.