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Destination Wealth Management’s PPL Corp PPL Stock Holding History

Destination 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
2018
Q3 		– Sell
-185
Closed -$5K – 747
2018
Q2 		$5K Sell
185
-300
-62% -$8.31K ﹤0.01% 444
2018
Q1 		$14K Buy
+485
New +$14.4K ﹤0.01% 367

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

Destination Wealth Management's PPL Position: Q3 2018 in Review

Destination Wealth Management sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 185 shares — an estimated $5K sold.

Destination Wealth Management first reported a position in PPL in Q1 2018 and held it in 2 quarters. The position peaked at $14K in Q1 2018. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Destination Wealth Management reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Destination Wealth Management sold 185 PPL Corp shares in Q3 2018, an estimated $5K.
  • Destination Wealth Management first reported a position in PPL Corp in Q1 2018 and held it in 2 quarters.
  • Destination Wealth Management's PPL Corp position peaked at $14K in Q1 2018.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Destination Wealth Management's 13F filing for Q3 2018, filed 7 Nov 2018.