Buffington Mohr McNeal’s PPL Corp PPL Stock Holding History

Buffington Mohr McNeal’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 Q2	–	Sell	-3,050	Closed	-$97K	–	272
2019 Q1	$97K	Buy	+3,050	New	+$94.8K	0.03%	149
2017 Q1	–	Sell	-3,050	Closed	-$104K	–	124
2016 Q4	$104K	Hold	3,050	–	–	0.04%	168
2016 Q3	$105K	Hold	3,050	–	–	0.04%	151
2016 Q2	$115K	Hold	3,050	–	–	0.05%	147
2016 Q1	$116K	Hold	3,050	–	–	0.05%	156
2015 Q4	$104K	Hold	3,050	–	–	0.06%	133
2015 Q3	$100K	Buy	+3,050	New	+$95.4K	0.07%	82
2015 Q2	–	Sell	-3,385	Closed	-$106K	–	99
2015 Q1	$106K	Buy	3,385 +3	+0.1%	+$96	0.06%	88
2014 Q4	$114K	Hold	3,382	–	–	0.07%	73
2014 Q3	$103K	Sell	3,382 -107	-3%	-$3.35K	0.06%	74
2014 Q2	$115K	Hold	3,489	–	–	0.06%	75
2014 Q1	$108K	Sell	3,489 -806	-19%	-$23.4K	0.06%	73
2013 Q4	$120K	Hold	4,295	–	–	0.07%	72
2013 Q3	$122K	Buy	+4,295	New	+$123K	0.08%	74

Other funds holding PPL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return