CWP
PPL

Capital Wealth Planning’s PPL Corp PPL Stock Holding History

Capital Wealth Planning’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
2016
Q3 		– Sell
-13,020
Closed -$490K – 89
2016
Q2 		$490K Buy
+13,020
New +$496K 0.37% 47

Other funds holding PPL

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Capital Wealth Planning's PPL Position: Q3 2016 in Review

Capital Wealth Planning sold out of PPL Corp (PPL) in Q3 2016, closing a stake of 13,020 shares — an estimated $490K sold.

Capital Wealth Planning first reported a position in PPL in Q2 2016 and held it in 1 quarter. The position peaked at $490K in Q2 2016. 722 funds tracked by Wall St. Rank hold PPL as of Q3 2016.

  • Capital Wealth Planning reported no remaining PPL Corp position as of Q3 2016 after selling out during the quarter.
  • Capital Wealth Planning sold 13,020 PPL Corp shares in Q3 2016, an estimated $490K.
  • Capital Wealth Planning first reported a position in PPL Corp in Q2 2016 and held it in 1 quarter.
  • Capital Wealth Planning's PPL Corp position peaked at $490K in Q2 2016.
  • 722 funds tracked by Wall St. Rank held PPL Corp as of Q3 2016.

Based on Capital Wealth Planning's 13F filing for Q3 2016, filed 15 Nov 2016.