Wealthfront’s People Inc PPLI Stock Holding History

Wealthfront’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
2015 Q4	–	Sell	-140	Closed	-$2K	–	622
2015 Q3	$2K	Hold	140	–	–	﹤0.01%	1170
2015 Q2	$2K	Hold	140	–	–	﹤0.01%	1180
2015 Q1	$2K	Hold	140	–	–	﹤0.01%	1001
2014 Q4	$2K	Buy	+140	New	+$1.58K	﹤0.01%	608

Other funds holding PPLI

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

LCG

Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

HCM

Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

CCM

Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's PPLI Position: Q4 2015 in Review

Wealthfront sold out of People Inc (PPLI) in Q4 2015, closing a stake of 140 shares — an estimated $2K sold.

Wealthfront first reported a position in PPLI in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q3 2015. 355 funds tracked by Wall St. Rank hold PPLI as of Q4 2015.

Wealthfront reported no remaining People Inc position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 140 People Inc shares in Q4 2015, an estimated $2K.
Wealthfront first reported a position in People Inc in Q4 2014 and held it in 4 quarters.
Wealthfront's People Inc position peaked at $2K in Q3 2015.
355 funds tracked by Wall St. Rank held People Inc as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.