Gideon Capital Advisors’s PPL Corp PPL Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-24,060	Closed	-$863K	–	164
2019 Q4	$863K	Sell	24,060 -37,863	-61%	-$1.27M	0.3%	125
2019 Q3	$1.95M	Buy	+61,923	New	+$1.87M	0.64%	45
2019 Q2	–	Sell	-128,715	Closed	-$4.08M	–	398
2019 Q1	$4.08M	Buy	+128,715	New	+$4M	1.46%	7
2018 Q4	–	Sell	-42,333	Closed	-$1.24M	–	479
2018 Q3	$1.24M	Buy	42,333 +23,741	+128%	+$694K	0.58%	33
2018 Q2	$531K	Buy	+18,592	New	+$515K	0.27%	125
2018 Q1	–	Sell	-16,139	Closed	-$500K	–	439
2017 Q4	$500K	Buy	16,139 +2,841	+21%	+$102K	0.44%	54
2017 Q3	$505K	Buy	+13,298	New	+$514K	0.5%	45
2016 Q3	–	Sell	-11,834	Closed	-$447K	–	261
2016 Q2	$447K	Buy	+11,834	New	+$451K	0.26%	108
2015 Q3	–	Sell	-25,058	Closed	-$738K	–	305
2015 Q2	$738K	Buy	+25,058	New	+$783K	0.31%	113
2015 Q1	–	Sell	-66,514	Closed	-$2.25M	–	291
2014 Q4	$2.25M	Buy	66,514 +21,458	+48%	+$701K	1.06%	19
2014 Q3	$1.38M	Buy	45,056 +29,226	+185%	+$914K	0.53%	62
2014 Q2	$524K	Buy	+15,830	New	+$499K	0.19%	164

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Gideon Capital Advisors's PPL Position: Q1 2020 in Review

Gideon Capital Advisors sold out of PPL Corp (PPL) in Q1 2020, closing a stake of 24,060 shares — an estimated $863K sold.

Gideon Capital Advisors first reported a position in PPL in Q2 2014 and held it in 12 quarters. The position peaked at $4.08M in Q1 2019. 776 funds tracked by Wall St. Rank hold PPL as of Q1 2020.

Gideon Capital Advisors reported no remaining PPL Corp position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 24,060 PPL Corp shares in Q1 2020, an estimated $863K.
Gideon Capital Advisors first reported a position in PPL Corp in Q2 2014 and held it in 12 quarters.
Gideon Capital Advisors's PPL Corp position peaked at $4.08M in Q1 2019.
776 funds tracked by Wall St. Rank held PPL Corp as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.