BFA
PPL

Beaumont Financial Advisors’s PPL Corp PPL Stock Holding History

Beaumont Financial 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
-5,681
Closed -$216K – 197
2017
Q3 		$216K Buy
+5,681
New +$220K 0.03% 174

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Beaumont Financial Advisors's PPL Position: Q4 2017 in Review

Beaumont Financial Advisors sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 5,681 shares — an estimated $216K sold.

Beaumont Financial Advisors first reported a position in PPL in Q3 2017 and held it in 1 quarter. The position peaked at $216K in Q3 2017. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • Beaumont Financial Advisors reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
  • Beaumont Financial Advisors sold 5,681 PPL Corp shares in Q4 2017, an estimated $216K.
  • Beaumont Financial Advisors first reported a position in PPL Corp in Q3 2017 and held it in 1 quarter.
  • Beaumont Financial Advisors's PPL Corp position peaked at $216K in Q3 2017.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on Beaumont Financial Advisors's 13F filing for Q4 2017, filed 5 Feb 2018.