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Acorn Wealth Advisors’s PPL Corp PPL Stock Holding History

Acorn Wealth Advisors’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-807
Closed -$23K – 351
2018
Q2 		$23K Hold
807
– – 0.02% 372
2018
Q1 		$24K Sell
807
-149
-16% -$4.44K 0.02% 369
2017
Q4 		$30K Buy
+956
New +$34.3K 0.03% 327

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Acorn Wealth Advisors's PPL Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 807 shares — an estimated $23K sold.

Acorn Wealth Advisors first reported a position in PPL in Q4 2017 and held it in 3 quarters. The position peaked at $30K in Q4 2017. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 807 PPL Corp shares in Q3 2018, an estimated $23K.
  • Acorn Wealth Advisors first reported a position in PPL Corp in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's PPL Corp position peaked at $30K in Q4 2017.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.