BIM
PPL

Beach Investment Management’s PPL Corp PPL Stock Holding History

Beach Investment Management’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
Q1 		– Sell
-34,460
Closed -$976K – 42
2018
Q4 		$976K Hold
34,460
– – 2.17% 20
2018
Q3 		$1.01M Buy
34,460
+7,820
+29% +$228K 1.57% 28
2018
Q2 		$761K Buy
+26,640
New +$738K 1.26% 30

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beach Investment Management's PPL Position: Q1 2019 in Review

Beach Investment Management sold out of PPL Corp (PPL) in Q1 2019, closing a stake of 34,460 shares — an estimated $976K sold.

Beach Investment Management first reported a position in PPL in Q2 2018 and held it in 3 quarters. The position peaked at $1.01M in Q3 2018. 829 funds tracked by Wall St. Rank hold PPL as of Q1 2019.

  • Beach Investment Management reported no remaining PPL Corp position as of Q1 2019 after selling out during the quarter.
  • Beach Investment Management sold 34,460 PPL Corp shares in Q1 2019, an estimated $976K.
  • Beach Investment Management first reported a position in PPL Corp in Q2 2018 and held it in 3 quarters.
  • Beach Investment Management's PPL Corp position peaked at $1.01M in Q3 2018.
  • 829 funds tracked by Wall St. Rank held PPL Corp as of Q1 2019.

Based on Beach Investment Management's 13F filing for Q1 2019, filed 29 Apr 2019.