AWS
PPL

Aris Wealth Services’s PPL Corp PPL Stock Holding History

Aris Wealth 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
2015
Q3 		$73K Sell
2,221
-4,684
-68% -$147K 0.15% 66
2015
Q2 		$203K Sell
6,905
-2,721
-28% -$85K 0.19% 103
2015
Q1 		$302K Buy
9,626
+2,281
+31% +$73.3K 0.28% 84
2014
Q4 		$249K Buy
+7,345
New +$240K 0.28% 94

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Aris Wealth Services's PPL Position: Q3 2015 in Review

Aris Wealth Services reduced its PPL Corp (PPL) stake by 68% in Q3 2015, selling an estimated $147K and leaving 2,221 shares worth $73K. The position accounts for 0.15% of the portfolio, ranked #66.

Aris Wealth Services first reported a position in PPL in Q4 2014 and has held it in 4 quarters since. The position peaked at $302K in Q1 2015. 657 funds tracked by Wall St. Rank hold PPL as of Q3 2015.

  • Aris Wealth Services held 2,221 shares of PPL Corp worth $73K as of Q3 2015.
  • Aris Wealth Services sold 4,684 PPL Corp shares in Q3 2015, an estimated $147K.
  • PPL Corp made up 0.15% of Aris Wealth Services's portfolio in Q3 2015, its #66 holding.
  • Aris Wealth Services first reported a position in PPL Corp in Q4 2014 and has held it in 4 quarters since.
  • Aris Wealth Services's PPL Corp position peaked at $302K in Q1 2015.
  • 657 funds tracked by Wall St. Rank held PPL Corp as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.