CWM
PPL

Concert Wealth Management’s PPL Corp PPL Stock Holding History

Concert Wealth Management’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
Q2 		– Sell
-13,032
Closed -$442K – 370
2017
Q1 		$442K Buy
13,032
+46
+0.4% +$1.65K 0.1% 275
2016
Q4 		$440K Sell
12,986
-5,567
-30% -$187K 0.1% 278
2016
Q3 		$639K Buy
18,553
+2,109
+13% +$75.9K 0.08% 326
2016
Q2 		$625K Buy
16,444
+6,762
+70% +$258K 0.08% 299
2016
Q1 		$369K Sell
9,682
-31
-0.3% -$1.1K 0.05% 415
2015
Q4 		$331K Sell
9,713
-579
-6% -$19.5K 0.04% 451
2015
Q3 		$341K Buy
10,292
+573
+6% +$17.9K 0.05% 444
2015
Q2 		$286K Sell
9,719
-4,776
-33% -$149K 0.04% 517
2015
Q1 		$44K Buy
14,495
+138
+1% +$4.43K 0.01% 446
2014
Q4 		$484K Buy
14,357
+3,317
+30% +$108K 0.07% 331
2014
Q3 		$339K Buy
11,040
+9
+0.1% +$281 0.05% 358
2014
Q2 		$352K Buy
11,031
+59
+0.5% +$1.86K 0.04% 375
2014
Q1 		$338K Sell
10,972
-710
-6% -$20.6K 0.04% 373
2013
Q4 		$327K Sell
11,682
-480
-4% -$13.5K 0.04% 356
2013
Q3 		$344K Buy
12,162
+686
+6% +$19.7K 0.05% 335
2013
Q2 		$323K Buy
+11,476
New +$332K 0.05% 326

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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

Concert Wealth Management's PPL Position: Q2 2017 in Review

Concert Wealth Management sold out of PPL Corp (PPL) in Q2 2017, closing a stake of 13,032 shares — an estimated $442K sold.

Concert Wealth Management first reported a position in PPL in Q2 2013 and held it in 16 quarters. The position peaked at $639K in Q3 2016. 777 funds tracked by Wall St. Rank hold PPL as of Q2 2017.

  • Concert Wealth Management reported no remaining PPL Corp position as of Q2 2017 after selling out during the quarter.
  • Concert Wealth Management sold 13,032 PPL Corp shares in Q2 2017, an estimated $442K.
  • Concert Wealth Management first reported a position in PPL Corp in Q2 2013 and held it in 16 quarters.
  • Concert Wealth Management's PPL Corp position peaked at $639K in Q3 2016.
  • 777 funds tracked by Wall St. Rank held PPL Corp as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.