EAMA
PPL

EFG Asset Management (Americas)’s PPL Corp PPL Stock Holding History

EFG Asset Management (Americas)’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
Q1 		– Sell
-9,039
Closed -$280K – 135
2017
Q4 		$280K Sell
9,039
-167
-2% -$6K 0.1% 120
2017
Q3 		$349K Sell
9,206
-7,504
-45% -$290K 0.13% 114
2017
Q2 		$675K Buy
16,710
+298
+2% +$11.5K 0.25% 81
2017
Q1 		$646K Buy
16,412
+2,879
+21% +$103K 0.25% 84
2016
Q4 		$491K Buy
13,533
+147
+1% +$4.93K 0.21% 84
2016
Q3 		$491K Buy
13,386
+590
+5% +$21.2K 0.21% 78
2016
Q2 		$512K Buy
12,796
+2,208
+21% +$84.1K 0.24% 70
2016
Q1 		$423K Buy
10,588
+2,475
+31% +$88K 0.21% 66
2015
Q4 		$277K Buy
+8,113
New +$274K 0.17% 73
2015
Q2 		– Sell
-817
Closed -$26K – 137
2015
Q1 		$26K Hold
817
– – 0.02% 121
2014
Q4 		$28K Buy
+817
New +$26.7K 0.02% 166
2014
Q3 		– Sell
-860
Closed -$28K – 123
2014
Q2 		$28K Sell
860
-766
-47% -$24.1K 0.03% 95
2014
Q1 		$50K Buy
1,626
+157
+11% +$4.56K 0.04% 76
2013
Q4 		$41.2K Buy
+1,469
New +$41.4K 0.04% 83

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EFG Asset Management (Americas)'s PPL Position: Q1 2018 in Review

EFG Asset Management (Americas) sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 9,039 shares — an estimated $280K sold.

EFG Asset Management (Americas) first reported a position in PPL in Q4 2013 and held it in 14 quarters. The position peaked at $675K in Q2 2017. 788 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

  • EFG Asset Management (Americas) reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 9,039 PPL Corp shares in Q1 2018, an estimated $280K.
  • EFG Asset Management (Americas) first reported a position in PPL Corp in Q4 2013 and held it in 14 quarters.
  • EFG Asset Management (Americas)'s PPL Corp position peaked at $675K in Q2 2017.
  • 788 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2018, filed 7 May 2018.