GGPS
PPL

Gary Goldberg Planning Services’s PPL Corp PPL Stock Holding History

Gary Goldberg Planning Services’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
Q4 		$10M Buy
296,623
+139,146
+88% +$4.55M 4.22% 5
2014
Q3 		$4.82M Buy
157,477
+14,621
+10% +$457K 2% 18
2014
Q2 		$4.73M Sell
142,856
-27,564
-16% -$869K 2.08% 16
2014
Q1 		$5.26M Buy
170,420
+35,539
+26% +$1.03M 2.57% 12
2013
Q4 		$3.78M Buy
134,881
+35,648
+36% +$1.01M 2.2% 13
2013
Q3 		$2.81M Buy
99,233
+3,480
+4% +$99.8K 1.7% 17
2013
Q2 		$2.7M Buy
+95,753
New +$2.77M 1.72% 19

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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Gary Goldberg Planning Services's PPL Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its PPL Corp (PPL) stake by 88% in Q4 2014, buying an estimated $4.55M and bringing the position to 296,623 shares worth $10M. The position accounts for 4.22% of the portfolio, ranked #5.

Gary Goldberg Planning Services first reported a position in PPL in Q2 2013 and has held it in 7 quarters since. 694 funds tracked by Wall St. Rank hold PPL as of Q4 2014.

  • Gary Goldberg Planning Services held 296,623 shares of PPL Corp worth $10M as of Q4 2014.
  • Gary Goldberg Planning Services bought 139,146 PPL Corp shares in Q4 2014, an estimated $4.55M.
  • PPL Corp made up 4.22% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #5 holding.
  • Gary Goldberg Planning Services first reported a position in PPL Corp in Q2 2013 and has held it in 7 quarters since.
  • 694 funds tracked by Wall St. Rank held PPL Corp as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.