BP
PPL

Banyan Partners’s PPL Corp PPL Stock Holding History

Banyan Partners’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
2014
Q3 		$3.43M Buy
112,055
+2,404
+2% +$75.2K 0.29% 89
2014
Q2 		$3.63M Buy
109,651
+8,373
+8% +$264K 0.31% 88
2014
Q1 		$3.13M Buy
101,278
+37,091
+58% +$1.08M 0.27% 106
2013
Q4 		$1.8M Buy
64,187
+20,121
+46% +$567K 0.13% 171
2013
Q3 		$1.25M Buy
+44,066
New +$1.26M 0.11% 162

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Banyan Partners's PPL Position: Q3 2014 in Review

Banyan Partners increased its PPL Corp (PPL) stake by 2.2% in Q3 2014, buying an estimated $75.2K and bringing the position to 112,055 shares worth $3.43M. The position accounts for 0.29% of the portfolio, ranked #89.

Banyan Partners first reported a position in PPL in Q3 2013 and has held it in 5 quarters since. The position peaked at $3.63M in Q2 2014. 649 funds tracked by Wall St. Rank hold PPL as of Q3 2014.

  • Banyan Partners held 112,055 shares of PPL Corp worth $3.43M as of Q3 2014.
  • Banyan Partners bought 2,404 PPL Corp shares in Q3 2014, an estimated $75.2K.
  • PPL Corp made up 0.29% of Banyan Partners's portfolio in Q3 2014, its #89 holding.
  • Banyan Partners first reported a position in PPL Corp in Q3 2013 and has held it in 5 quarters since.
  • Banyan Partners's PPL Corp position peaked at $3.63M in Q2 2014.
  • 649 funds tracked by Wall St. Rank held PPL Corp as of Q3 2014.

Based on Banyan Partners's 13F filing for Q3 2014, filed 14 Nov 2014.