CAM
PPL

Cypress Asset Management’s PPL Corp PPL Stock Holding History

Cypress Asset 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
Q3 		– Sell
-38,625
Closed -$1.49M – 194
2017
Q2 		$1.49M Sell
38,625
-9,570
-20% -$370K 0.31% 83
2017
Q1 		$1.8M Sell
48,195
-6,350
-12% -$227K 0.34% 73
2016
Q4 		$1.86M Sell
54,545
-730
-1% -$24.5K 0.36% 74
2016
Q3 		$1.91M Buy
55,275
+5,650
+11% +$203K 0.38% 76
2016
Q2 		$1.87M Buy
+49,625
New +$1.89M 0.37% 78

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

Cypress Asset Management's PPL Position: Q3 2017 in Review

Cypress Asset Management sold out of PPL Corp (PPL) in Q3 2017, closing a stake of 38,625 shares — an estimated $1.49M sold.

Cypress Asset Management first reported a position in PPL in Q2 2016 and held it in 5 quarters. The position peaked at $1.91M in Q3 2016. 768 funds tracked by Wall St. Rank hold PPL as of Q3 2017.

  • Cypress Asset Management reported no remaining PPL Corp position as of Q3 2017 after selling out during the quarter.
  • Cypress Asset Management sold 38,625 PPL Corp shares in Q3 2017, an estimated $1.49M.
  • Cypress Asset Management first reported a position in PPL Corp in Q2 2016 and held it in 5 quarters.
  • Cypress Asset Management's PPL Corp position peaked at $1.91M in Q3 2016.
  • 768 funds tracked by Wall St. Rank held PPL Corp as of Q3 2017.

Based on Cypress Asset Management's 13F filing for Q3 2017, filed 8 Nov 2017.