BWA
PPL

Burt Wealth Advisors’s PPL Corp PPL Stock Holding History

Burt Wealth 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
2018
Q4 		– Sell
-719
Closed -$21K – 391
2018
Q3 		$21K Buy
+719
New +$21K 0.01% 248
2016
Q4 		– Sell
-384
Closed -$13K – 422
2016
Q3 		$13K Hold
384
– – 0.01% 249
2016
Q2 		$14K Hold
384
– – 0.02% 244
2016
Q1 		$15K Buy
384
+4
+1% +$142 0.01% 284
2015
Q4 		$12K Buy
+380
New +$12.8K 0.01% 259

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burt Wealth Advisors's PPL Position: Q4 2018 in Review

Burt Wealth Advisors sold out of PPL Corp (PPL) in Q4 2018, closing a stake of 719 shares — an estimated $21K sold.

Burt Wealth Advisors first reported a position in PPL in Q4 2015 and held it in 5 quarters. The position peaked at $21K in Q3 2018. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2018.

  • Burt Wealth Advisors reported no remaining PPL Corp position as of Q4 2018 after selling out during the quarter.
  • Burt Wealth Advisors sold 719 PPL Corp shares in Q4 2018, an estimated $21K.
  • Burt Wealth Advisors first reported a position in PPL Corp in Q4 2015 and held it in 5 quarters.
  • Burt Wealth Advisors's PPL Corp position peaked at $21K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2018.

Based on Burt Wealth Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.