DWA
PPL

Douglass Winthrop Advisors’s PPL Corp PPL Stock Holding History

Douglass Winthrop 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
-8,837
Closed -$252K – 279
2018
Q2 		$252K Sell
8,837
-6,000
-40% -$166K 0.01% 253
2018
Q1 		$420K Buy
+14,837
New +$442K 0.02% 205
2017
Q1 		– Sell
-6,262
Closed -$213K – 247
2016
Q4 		$213K Sell
6,262
-1,663
-21% -$55.8K 0.01% 230
2016
Q3 		$274K Sell
7,925
-7,100
-47% -$255K 0.02% 209
2016
Q2 		$567K Hold
15,025
– – 0.04% 146
2016
Q1 		$572K Sell
15,025
-1,200
-7% -$42.6K 0.04% 151
2015
Q4 		$554K Buy
16,225
+4,425
+38% +$149K 0.04% 155
2015
Q3 		$388K Buy
+11,800
New +$369K 0.03% 178

Other funds holding PPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return