EWM
PPL

Edge Wealth Management’s PPL Corp PPL Stock Holding History

Edge 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
2014
Q1 		– Sell
-1,345
Closed -$38K – 427
2013
Q4 		$38K Buy
1,345
+1,130
+526% +$31.9K 0.02% 178
2013
Q3 		$6K Hold
215
– – ﹤0.01% 261
2013
Q2 		$6K Buy
+215
New +$6.21K ﹤0.01% 253

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edge Wealth Management's PPL Position: Q1 2014 in Review

Edge Wealth Management sold out of PPL Corp (PPL) in Q1 2014, closing a stake of 1,345 shares — an estimated $38K sold.

Edge Wealth Management first reported a position in PPL in Q2 2013 and held it in 3 quarters. The position peaked at $38K in Q4 2013. 631 funds tracked by Wall St. Rank hold PPL as of Q1 2014.

  • Edge Wealth Management reported no remaining PPL Corp position as of Q1 2014 after selling out during the quarter.
  • Edge Wealth Management sold 1,345 PPL Corp shares in Q1 2014, an estimated $38K.
  • Edge Wealth Management first reported a position in PPL Corp in Q2 2013 and held it in 3 quarters.
  • Edge Wealth Management's PPL Corp position peaked at $38K in Q4 2013.
  • 631 funds tracked by Wall St. Rank held PPL Corp as of Q1 2014.

Based on Edge Wealth Management's 13F filing for Q1 2014, filed 8 Apr 2014.