BAM
PPL

Bruderman Asset Management’s PPL Corp PPL Stock Holding History

Bruderman Asset 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
Q4 		– Sell
-11,464
Closed -$387K – 114
2019
Q3 		$387K Buy
11,464
+46
+0.4% +$1.39K 0.1% 93
2019
Q2 		$354K Sell
11,418
-5,205
-31% -$161K 0.08% 87
2019
Q1 		$528K Sell
16,623
-783
-4% -$24.3K 0.12% 91
2018
Q4 		$493K Sell
17,406
-4,606
-21% -$140K 0.13% 83
2018
Q3 		$644K Sell
22,012
-230,960
-91% -$6.75M 0.15% 84
2018
Q2 		$7.22M Sell
252,972
-142,066
-36% -$3.93M 1.76% 14
2018
Q1 		$11.2M Buy
395,038
+87,508
+28% +$2.61M 2.68% 10
2017
Q4 		$9.52M Sell
307,530
-49
-0% -$1.76K 2.42% 12
2017
Q3 		$11.7M Buy
307,579
+5,244
+2% +$203K 3.02% 12
2017
Q2 		$11.7M Buy
302,335
+26,568
+10% +$1.03M 3.12% 10
2017
Q1 		$10.3M Buy
275,767
+68,651
+33% +$2.46M 2.98% 10
2016
Q4 		$7.05M Buy
207,116
+43,779
+27% +$1.47M 2.12% 14
2016
Q3 		$5.65M Buy
163,337
+7,406
+5% +$266K 1.69% 20
2016
Q2 		$5.89M Buy
155,931
+5,487
+4% +$209K 1.84% 17
2016
Q1 		$5.73M Sell
150,444
-8,923
-6% -$317K 1.99% 15
2015
Q4 		$5.44M Sell
159,367
-50,106
-24% -$1.69M 2.05% 13
2015
Q3 		$6.89M Sell
209,473
-38,947
-16% -$1.22M 2.71% 10
2015
Q2 		$7.32M Sell
248,420
-56,737
-19% -$1.77M 2.81% 10
2015
Q1 		$9.57M Buy
+305,157
New +$9.8M 3.73% 7

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bruderman Asset Management's PPL Position: Q4 2019 in Review

Bruderman Asset Management sold out of PPL Corp (PPL) in Q4 2019, closing a stake of 11,464 shares — an estimated $387K sold.

Bruderman Asset Management first reported a position in PPL in Q1 2015 and held it in 19 quarters. The position peaked at $11.7M in Q2 2017. 865 funds tracked by Wall St. Rank hold PPL as of Q4 2019.

  • Bruderman Asset Management reported no remaining PPL Corp position as of Q4 2019 after selling out during the quarter.
  • Bruderman Asset Management sold 11,464 PPL Corp shares in Q4 2019, an estimated $387K.
  • Bruderman Asset Management first reported a position in PPL Corp in Q1 2015 and held it in 19 quarters.
  • Bruderman Asset Management's PPL Corp position peaked at $11.7M in Q2 2017.
  • 865 funds tracked by Wall St. Rank held PPL Corp as of Q4 2019.

Based on Bruderman Asset Management's 13F filing for Q4 2019, filed 13 Feb 2020.