WAM
PPLI

Wealthspire Advisors (Maryland)’s People Inc PPLI Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-705
Closed -$26K – 1157
2019
Q1 		$26K Buy
705
+56
+9% +$2.07K ﹤0.01% 1168
2018
Q4 		$21K Buy
649
+89
+16% +$2.99K ﹤0.01% 1187
2018
Q3 		$22K Hold
560
– – ﹤0.01% 1271
2018
Q2 		$15K Sell
560
-251
-31% -$6.87K ﹤0.01% 1420
2018
Q1 		$23K Buy
811
+16
+2% +$422 ﹤0.01% 1251
2017
Q4 		$17K Buy
795
+168
+27% +$3.76K ﹤0.01% 1374
2017
Q3 		$13K Buy
627
+17
+3% +$330 ﹤0.01% 1471
2017
Q2 		$11K Buy
610
+520
+578% +$8.83K ﹤0.01% 1491
2017
Q1 		$1K Buy
90
+68
+309% +$885 ﹤0.01% 1804
2016
Q4 		$0 Hold
22
– – ﹤0.01% 1793
2016
Q3 		$0 Hold
22
– – ﹤0.01% 1766
2016
Q2 		$0 Hold
22
– – ﹤0.01% 1745
2016
Q1 		$0 Hold
22
– – ﹤0.01% 1790
2015
Q4 		$0 Buy
+22
New +$255 ﹤0.01% 1742

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PPLI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of People Inc (PPLI) in Q2 2019, closing a stake of 705 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in PPLI in Q4 2015 and held it in 14 quarters. The position peaked at $26K in Q1 2019. 513 funds tracked by Wall St. Rank hold PPLI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining People Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 705 People Inc shares in Q2 2019, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in People Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s People Inc position peaked at $26K in Q1 2019.
  • 513 funds tracked by Wall St. Rank held People Inc as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.