Asset Planning Services (Pennsylvania)’s PPL Corp PPL Stock Holding History

Asset Planning Services (Pennsylvania)’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
2019 Q4	–	Sell	-201	Closed	-$6K	–	207
2019 Q3	$6K	Hold	201	–	–	﹤0.01%	230
2019 Q2	$6K	Hold	201	–	–	﹤0.01%	222
2019 Q1	$6K	Hold	201	–	–	﹤0.01%	224
2018 Q4	$6K	Hold	201	–	–	﹤0.01%	222
2018 Q3	$6K	Hold	201	–	–	﹤0.01%	224
2018 Q2	$6K	Buy	+201	New	+$5.57K	﹤0.01%	222
2017 Q4	–	Sell	-1,816	Closed	-$69K	–	300
2017 Q3	$69K	Hold	1,816	–	–	0.04%	124
2017 Q2	$70K	Hold	1,816	–	–	0.04%	117
2017 Q1	$68K	Hold	1,816	–	–	0.05%	127
2016 Q4	$62K	Hold	1,816	–	–	0.05%	118
2016 Q3	$63K	Hold	1,816	–	–	0.05%	113
2016 Q2	$69K	Hold	1,816	–	–	0.06%	119
2016 Q1	$69K	Hold	1,816	–	–	0.06%	120
2015 Q4	$62K	Hold	1,816	–	–	0.06%	96
2015 Q3	$60K	Hold	1,816	–	–	0.06%	91
2015 Q2	$54K	Buy	+1,816	New	+$56.7K	0.05%	107

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s PPL Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of PPL Corp (PPL) in Q4 2019, closing a stake of 201 shares — an estimated $6K sold.

Asset Planning Services (Pennsylvania) first reported a position in PPL in Q2 2015 and held it in 16 quarters. The position peaked at $70K in Q2 2017. 866 funds tracked by Wall St. Rank hold PPL as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining PPL Corp position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 201 PPL Corp shares in Q4 2019, an estimated $6K.
Asset Planning Services (Pennsylvania) first reported a position in PPL Corp in Q2 2015 and held it in 16 quarters.
Asset Planning Services (Pennsylvania)'s PPL Corp position peaked at $70K in Q2 2017.
866 funds tracked by Wall St. Rank held PPL Corp as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.