EWF
PPL icon

Epstein & White Financial’s PPL Corp PPL Stock Holding History

Epstein & White Financial’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
-10,741
Closed -$303K – 104
2018
Q2 		$303K Buy
10,741
+153
+1% +$4.24K 0.23% 73
2018
Q1 		$289K Sell
10,588
-316
-3% -$9.41K 0.19% 85
2017
Q4 		$326K Buy
+10,904
New +$392K 0.19% 74

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 $3.38T AUM 44.17% 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

Epstein & White Financial's PPL Position: Q3 2018 in Review

Epstein & White Financial sold out of PPL Corp (PPL) in Q3 2018, closing a stake of 10,741 shares — an estimated $303K sold.

Epstein & White Financial first reported a position in PPL in Q4 2017 and held it in 3 quarters. The position peaked at $326K in Q4 2017. 778 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Epstein & White Financial reported no remaining PPL Corp position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 10,741 PPL Corp shares in Q3 2018, an estimated $303K.
  • Epstein & White Financial first reported a position in PPL Corp in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's PPL Corp position peaked at $326K in Q4 2017.
  • 778 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.