CPA
PPL

Clear Perspective Advisors’s PPL Corp PPL Stock Holding History

Clear Perspective 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
Q3 		– Sell
-535
Closed -$15K – 364
2018
Q2 		$15K Sell
535
-750
-58% -$20.8K 0.01% 333
2018
Q1 		$36K Buy
1,285
+425
+49% +$12.7K 0.03% 260
2017
Q4 		$27K Sell
860
-250
-23% -$8.98K 0.02% 271
2017
Q3 		$42K Sell
1,110
-117
-10% -$4.52K 0.03% 245
2017
Q2 		$47K Buy
1,227
+377
+44% +$14.6K 0.04% 223
2017
Q1 		$32K Buy
850
+250
+42% +$8.94K 0.02% 249
2016
Q4 		$20K Buy
+600
New +$20.1K 0.01% 267

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Clear Perspective Advisors's PPL Position: Q3 2018 in Review

Clear Perspective Advisors sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 535 shares — an estimated $15K sold.

Clear Perspective Advisors first reported a position in PPL in Q4 2016 and held it in 7 quarters. The position peaked at $47K in Q2 2017. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Clear Perspective Advisors reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 535 PPL Corp shares in Q3 2018, an estimated $15K.
  • Clear Perspective Advisors first reported a position in PPL Corp in Q4 2016 and held it in 7 quarters.
  • Clear Perspective Advisors's PPL Corp position peaked at $47K in Q2 2017.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.