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Executive Wealth Management’s PPL Corp PPL Stock Holding History

Executive 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
2019
Q3 		– Sell
-140
Closed -$4K – 606
2019
Q2 		$4K Hold
140
– – ﹤0.01% 749
2019
Q1 		$4K Sell
140
-655
-82% -$20.4K ﹤0.01% 677
2018
Q4 		$23K Buy
+795
New +$24.1K ﹤0.01% 407

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Executive Wealth Management's PPL Position: Q3 2019 in Review

Executive Wealth Management sold out of PPL Corp (PPL) in Q3 2019, closing a stake of 140 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in PPL in Q4 2018 and held it in 3 quarters. The position peaked at $23K in Q4 2018. 799 funds tracked by Wall St. Rank hold PPL as of Q3 2019.

  • Executive Wealth Management reported no remaining PPL Corp position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 140 PPL Corp shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in PPL Corp in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's PPL Corp position peaked at $23K in Q4 2018.
  • 799 funds tracked by Wall St. Rank held PPL Corp as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.