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 $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 $3.37T AUM 44.26% 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

Douglass Winthrop Advisors's PPL Position: Q3 2018 in Review

Douglass Winthrop Advisors sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 8,837 shares — an estimated $252K sold.

Douglass Winthrop Advisors first reported a position in PPL in Q3 2015 and held it in 8 quarters. The position peaked at $572K in Q1 2016. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Douglass Winthrop Advisors reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Douglass Winthrop Advisors sold 8,837 PPL Corp shares in Q3 2018, an estimated $252K.
  • Douglass Winthrop Advisors first reported a position in PPL Corp in Q3 2015 and held it in 8 quarters.
  • Douglass Winthrop Advisors's PPL Corp position peaked at $572K in Q1 2016.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Douglass Winthrop Advisors's 13F filing for Q3 2018, filed 12 Oct 2018.