EI
PPL

Elkhorn Investments’s PPL Corp PPL Stock Holding History

Elkhorn Investments’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
2017
Q4 		$1.88M Buy
61,332
+26,704
+77% +$959K 0.98% 58
2017
Q3 		$1.31M Buy
34,628
+5,073
+17% +$196K 0.98% 52
2017
Q2 		$1.15M Sell
29,555
-1,674
-5% -$64.7K 0.89% 87
2017
Q1 		$1.17M Buy
+31,229
New +$1.12M 0.96% 58

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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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

Elkhorn Investments's PPL Position: Q4 2017 in Review

Elkhorn Investments increased its PPL Corp (PPL) stake by 77% in Q4 2017, buying an estimated $959K and bringing the position to 61,332 shares worth $1.88M. The position accounts for 0.98% of the portfolio, ranked #58.

Elkhorn Investments first reported a position in PPL in Q1 2017 and has held it in 4 quarters since. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • Elkhorn Investments held 61,332 shares of PPL Corp worth $1.88M as of Q4 2017.
  • Elkhorn Investments bought 26,704 PPL Corp shares in Q4 2017, an estimated $959K.
  • PPL Corp made up 0.98% of Elkhorn Investments's portfolio in Q4 2017, its #58 holding.
  • Elkhorn Investments first reported a position in PPL Corp in Q1 2017 and has held it in 4 quarters since.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on Elkhorn Investments's 13F filing for Q4 2017, filed 14 Feb 2018.