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Dean Investment Associates’s PPL Corp PPL Stock Holding History

Dean Investment Associates’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
-16,629
Closed -$475K – 219
2018
Q2 		$475K Sell
16,629
-413
-2% -$11.4K 0.07% 201
2018
Q1 		$482K Sell
17,042
-8,301
-33% -$247K 0.07% 200
2017
Q4 		$784K Buy
25,343
+6,310
+33% +$227K 0.12% 176
2017
Q3 		$722K Sell
19,033
-356
-2% -$13.8K 0.11% 171
2017
Q2 		$750K Sell
19,389
-916
-5% -$35.4K 0.11% 156
2017
Q1 		$759K Buy
+20,305
New +$726K 0.13% 147
2016
Q1 		– Sell
-23,026
Closed -$786K – 228
2015
Q4 		$786K Buy
23,026
+318
+1% +$10.7K 0.17% 129
2015
Q3 		$747K Buy
22,708
+1,234
+6% +$38.6K 0.17% 131
2015
Q2 		$633K Sell
21,474
-917
-4% -$28.7K 0.14% 163
2015
Q1 		$702K Buy
22,391
+1,862
+9% +$59.8K 0.16% 153
2014
Q4 		$695K Buy
20,529
+1,377
+7% +$45K 0.16% 138
2014
Q3 		$586K Buy
+19,152
New +$599K 0.14% 148

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 $3.38T AUM 44.17% 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

Dean Investment Associates's PPL Position: Q3 2018 in Review

Dean Investment Associates sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 16,629 shares — an estimated $475K sold.

Dean Investment Associates first reported a position in PPL in Q3 2014 and held it in 12 quarters. The position peaked at $786K in Q4 2015. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Dean Investment Associates reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Dean Investment Associates sold 16,629 PPL Corp shares in Q3 2018, an estimated $475K.
  • Dean Investment Associates first reported a position in PPL Corp in Q3 2014 and held it in 12 quarters.
  • Dean Investment Associates's PPL Corp position peaked at $786K in Q4 2015.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Dean Investment Associates's 13F filing for Q3 2018, filed 14 Nov 2018.