Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
AWMS
PPL
Advocacy Wealth Management Services’s
PPL Corp
PPL
Stock Holding History
Advocacy Wealth Management Services’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
Q2
–
Sell
-326
Closed
-$9K
–
193
2018
Q1
$9K
Hold
326
–
–
0.01%
152
2017
Q4
$10K
Hold
326
–
–
0.01%
158
2017
Q3
$12K
Hold
326
–
–
﹤0.01%
177
2017
Q2
$13K
Hold
326
–
–
﹤0.01%
166
2017
Q1
$12K
Sell
326
-75
-19%
-$2.68K
﹤0.01%
187
2016
Q4
$14K
Buy
401
+126
+46%
+$4.23K
﹤0.01%
169
2016
Q3
$10K
Sell
275
-300
-52%
-$10.8K
﹤0.01%
266
2016
Q2
$22K
Sell
575
-4,070
-88%
-$155K
0.01%
228
2016
Q1
$177K
Sell
4,645
-2,690
-37%
-$95.6K
0.12%
96
2015
Q4
$250K
Buy
+7,335
New
+$247K
0.28%
75
2013
Q3
$362K
Buy
12,798
+537
+4%
+$15.4K
0.99%
24
2013
Q2
$346K
Buy
+12,261
New
+$354K
1.38%
18
Other funds holding PPL
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
ZP
Zimmer Partners
New York
$4.08B AUM
14.2%
1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal, Quebec, Canada
$62.4B AUM
23.7%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close