ARS Wealth Advisors’s PPL Corp PPL Stock Holding History

ARS 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
2017 Q4	–	Sell	-7,502	Closed	-$285K	–	125
2017 Q3	$285K	Buy	+7,502	New	+$290K	0.11%	95

Other funds holding PPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ARS Wealth Advisors's PPL Position: Q4 2017 in Review

ARS Wealth Advisors sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 7,502 shares — an estimated $285K sold.

ARS Wealth Advisors first reported a position in PPL in Q3 2017 and held it in 1 quarter. The position peaked at $285K in Q3 2017. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

ARS Wealth Advisors reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
ARS Wealth Advisors sold 7,502 PPL Corp shares in Q4 2017, an estimated $285K.
ARS Wealth Advisors first reported a position in PPL Corp in Q3 2017 and held it in 1 quarter.
ARS Wealth Advisors's PPL Corp position peaked at $285K in Q3 2017.
824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on ARS Wealth Advisors's 13F filing for Q4 2017, filed 11 Jun 2021.