WA
PPLI

WFG Advisors’s People Inc PPLI Stock Holding History

WFG 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
2015
Q3 		– Sell
-7,548
Closed -$107K – 1655
2015
Q2 		$107K Hold
7,548
– – 0.03% 512
2015
Q1 		$91K Sell
7,548
-2,736
-27% -$31.6K 0.03% 562
2014
Q4 		$112K Buy
+10,284
New +$116K 0.02% 598
2013
Q3 		– Sell
-10,805
Closed -$92K – 2193
2013
Q2 		$92K Buy
+10,805
New +$92.1K 0.02% 692

Other funds holding PPLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 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
CCM
Cadian Capital Management New York $821M AUM 14.36% 1-Year Est. Return
MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AIM
Assured Investment Management New York $79.5M AUM 115.55% 1-Year Est. Return

WFG Advisors's PPLI Position: Q3 2015 in Review

WFG Advisors sold out of People Inc (PPLI) in Q3 2015, closing a stake of 7,548 shares — an estimated $107K sold.

WFG Advisors first reported a position in PPLI in Q2 2013 and held it in 4 quarters. The position peaked at $112K in Q4 2014. 366 funds tracked by Wall St. Rank hold PPLI as of Q3 2015.

  • WFG Advisors reported no remaining People Inc position as of Q3 2015 after selling out during the quarter.
  • WFG Advisors sold 7,548 People Inc shares in Q3 2015, an estimated $107K.
  • WFG Advisors first reported a position in People Inc in Q2 2013 and held it in 4 quarters.
  • WFG Advisors's People Inc position peaked at $112K in Q4 2014.
  • 366 funds tracked by Wall St. Rank held People Inc as of Q3 2015.

Based on WFG Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.