CIA
PPL

Choate Investment Advisors’s PPL Corp PPL Stock Holding History

Choate Investment 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
Q3 		– Sell
-6,326
Closed -$245K – 249
2017
Q2 		$245K Sell
6,326
-30
-0.5% -$1.16K 0.01% 221
2017
Q1 		$238K Sell
6,356
-683
-10% -$24.4K 0.01% 228
2016
Q4 		$240K Sell
7,039
-35
-0.5% -$1.17K 0.02% 220
2016
Q3 		$245K Sell
7,074
-320
-4% -$11.5K 0.02% 213
2016
Q2 		$279K Buy
7,394
+798
+12% +$30.4K 0.02% 196
2016
Q1 		$251K Sell
6,596
-1,166
-15% -$41.4K 0.02% 216
2015
Q4 		$281K Buy
7,762
+758
+11% +$25.6K 0.02% 224
2015
Q3 		$230K Buy
7,004
+6,660
+1,936% +$208K 0.02% 226
2015
Q2 		$10.1K Sell
344
-6,470
-95% -$202K ﹤0.01% 245
2015
Q1 		$214K Sell
6,814
-1,520
-18% -$48.8K 0.01% 241
2014
Q4 		$282K Buy
8,334
+592
+8% +$19.3K 0.02% 226
2014
Q3 		$237K Sell
7,742
-572
-7% -$17.9K 0.01% 235
2014
Q2 		$275K Sell
8,314
-291
-3% -$9.17K 0.02% 231
2014
Q1 		$266K Sell
8,605
-305
-3% -$8.86K 0.02% 241
2013
Q4 		$250K Sell
8,910
-1,266
-12% -$35.7K 0.02% 241
2013
Q3 		$288K Sell
10,176
-178
-2% -$5.11K 0.02% 219
2013
Q2 		$292K Buy
+10,354
New +$299K 0.02% 215

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
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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Choate Investment Advisors's PPL Position: Q3 2017 in Review

Choate Investment Advisors sold out of PPL Corp (PPL) in Q3 2017, closing a stake of 6,326 shares — an estimated $245K sold.

Choate Investment Advisors first reported a position in PPL in Q2 2013 and held it in 17 quarters. The position peaked at $292K in Q2 2013. 768 funds tracked by Wall St. Rank hold PPL as of Q3 2017.

  • Choate Investment Advisors reported no remaining PPL Corp position as of Q3 2017 after selling out during the quarter.
  • Choate Investment Advisors sold 6,326 PPL Corp shares in Q3 2017, an estimated $245K.
  • Choate Investment Advisors first reported a position in PPL Corp in Q2 2013 and held it in 17 quarters.
  • Choate Investment Advisors's PPL Corp position peaked at $292K in Q2 2013.
  • 768 funds tracked by Wall St. Rank held PPL Corp as of Q3 2017.

Based on Choate Investment Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.