AR
PPL

Advisory Research’s PPL Corp PPL Stock Holding History

Advisory Research’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
2014
Q3 		– Sell
-2,060
Closed -$68K – 334
2014
Q2 		$68K Sell
2,060
-232
-10% -$7.31K ﹤0.01% 317
2014
Q1 		$71K Buy
+2,292
New +$66.6K ﹤0.01% 464

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Advisory Research's PPL Position: Q3 2014 in Review

Advisory Research sold out of PPL Corp (PPL) in Q3 2014, closing a stake of 2,060 shares — an estimated $68K sold.

Advisory Research first reported a position in PPL in Q1 2014 and held it in 2 quarters. The position peaked at $71K in Q1 2014. 649 funds tracked by Wall St. Rank hold PPL as of Q3 2014.

  • Advisory Research reported no remaining PPL Corp position as of Q3 2014 after selling out during the quarter.
  • Advisory Research sold 2,060 PPL Corp shares in Q3 2014, an estimated $68K.
  • Advisory Research first reported a position in PPL Corp in Q1 2014 and held it in 2 quarters.
  • Advisory Research's PPL Corp position peaked at $71K in Q1 2014.
  • 649 funds tracked by Wall St. Rank held PPL Corp as of Q3 2014.

Based on Advisory Research's 13F filing for Q3 2014, filed 6 Nov 2014.