EWM
PPL

Elite Wealth Management’s PPL Corp PPL Stock Holding History

Elite 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
Q2 		– Sell
-188
Closed -$6K – 477
2014
Q1 		$6K Sell
188
-3,325
-95% -$96.6K ﹤0.01% 268
2013
Q4 		$98K Sell
3,513
-28,541
-89% -$805K 0.07% 101
2013
Q3 		$907K Buy
+32,054
New +$919K 0.8% 23

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Elite Wealth Management's PPL Position: Q2 2014 in Review

Elite Wealth Management sold out of PPL Corp (PPL) in Q2 2014, closing a stake of 188 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in PPL in Q3 2013 and held it in 3 quarters. The position peaked at $907K in Q3 2013. 649 funds tracked by Wall St. Rank hold PPL as of Q2 2014.

  • Elite Wealth Management reported no remaining PPL Corp position as of Q2 2014 after selling out during the quarter.
  • Elite Wealth Management sold 188 PPL Corp shares in Q2 2014, an estimated $6K.
  • Elite Wealth Management first reported a position in PPL Corp in Q3 2013 and held it in 3 quarters.
  • Elite Wealth Management's PPL Corp position peaked at $907K in Q3 2013.
  • 649 funds tracked by Wall St. Rank held PPL Corp as of Q2 2014.

Based on Elite Wealth Management's 13F filing for Q2 2014, filed 23 Nov 2016.