AF
PPL

Aldebaran Financial’s PPL Corp PPL Stock Holding History

Aldebaran Financial’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
Q1 		– Sell
-6,500
Closed -$201K – 98
2017
Q4 		$201K Buy
6,500
+500
+8% +$18K 0.13% 93
2017
Q3 		$228K Hold
6,000
– – 0.16% 94
2017
Q2 		$232K Hold
6,000
– – 0.17% 92
2017
Q1 		$224K Hold
6,000
– – 0.17% 88
2016
Q4 		$204K Sell
6,000
-450
-7% -$15.1K 0.16% 95
2016
Q3 		$223K Hold
6,450
– – 0.18% 91
2016
Q2 		$242K Hold
6,450
– – 0.19% 93
2016
Q1 		$246K Sell
6,450
-350
-5% -$12.4K 0.21% 87
2015
Q4 		$229K Hold
6,800
– – 0.21% 87
2015
Q3 		$224K Sell
6,800
-300
-4% -$9.39K 0.21% 90
2015
Q2 		$209K Sell
7,100
-523
-7% -$16.3K 0.18% 101
2015
Q1 		$239K Sell
7,623
-5,798
-43% -$186K 0.21% 94
2014
Q4 		$454K Hold
13,421
– – 0.4% 74
2014
Q3 		$410K Sell
13,421
-3,221
-19% -$101K 0.37% 75
2014
Q2 		$551K Buy
16,642
+2,685
+19% +$84.6K 0.43% 70
2014
Q1 		$431K Buy
13,957
+9,616
+222% +$279K 0.38% 79
2013
Q4 		$424K Buy
+4,341
New +$122K 0.4% 75

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aldebaran Financial's PPL Position: Q1 2018 in Review

Aldebaran Financial sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 6,500 shares — an estimated $201K sold.

Aldebaran Financial first reported a position in PPL in Q4 2013 and held it in 17 quarters. The position peaked at $551K in Q2 2014. 788 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

  • Aldebaran Financial reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
  • Aldebaran Financial sold 6,500 PPL Corp shares in Q1 2018, an estimated $201K.
  • Aldebaran Financial first reported a position in PPL Corp in Q4 2013 and held it in 17 quarters.
  • Aldebaran Financial's PPL Corp position peaked at $551K in Q2 2014.
  • 788 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on Aldebaran Financial's 13F filing for Q1 2018, filed 24 Apr 2018.