GWA
PPL

Genesis Wealth Advisors’s PPL Corp PPL Stock Holding History

Genesis Wealth Advisors’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
2015
Q2 		$8.84K Sell
300
-22
-7% -$687 0.01% 352
2015
Q1 		$10.1K Hold
322
– – 0.01% 346
2014
Q4 		$10.4K Buy
+322
New +$10.5K 0.01% 372

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
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Genesis Wealth Advisors's PPL Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its PPL Corp (PPL) stake by 6.8% in Q2 2015, selling an estimated $687 and leaving 300 shares worth $8.84K. The position accounts for 0.01% of the portfolio, ranked #352.

Genesis Wealth Advisors first reported a position in PPL in Q4 2014 and has held it in 3 quarters since. The position peaked at $10.4K in Q4 2014. 657 funds tracked by Wall St. Rank hold PPL as of Q2 2015.

  • Genesis Wealth Advisors held 300 shares of PPL Corp worth $8.84K as of Q2 2015.
  • Genesis Wealth Advisors sold 22 PPL Corp shares in Q2 2015, an estimated $687.
  • PPL Corp made up 0.01% of Genesis Wealth Advisors's portfolio in Q2 2015, its #352 holding.
  • Genesis Wealth Advisors first reported a position in PPL Corp in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's PPL Corp position peaked at $10.4K in Q4 2014.
  • 657 funds tracked by Wall St. Rank held PPL Corp as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.