GWM
PPL

Gupta Wealth Management’s PPL Corp PPL Stock Holding History

Gupta 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
2016
Q1 		$13K Sell
332
-92
-22% -$3.27K ﹤0.01% 813
2015
Q4 		$14K Hold
424
– – ﹤0.01% 798
2015
Q3 		$14K Buy
424
+76
+22% +$2.38K ﹤0.01% 816
2015
Q2 		$10K Sell
348
-64
-16% -$2K ﹤0.01% 896
2015
Q1 		$13K Buy
+412
New +$13.2K ﹤0.01% 710

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Gupta Wealth Management's PPL Position: Q1 2016 in Review

Gupta Wealth Management reduced its PPL Corp (PPL) stake by 22% in Q1 2016, selling an estimated $3.27K and leaving 332 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #813.

Gupta Wealth Management first reported a position in PPL in Q1 2015 and has held it in 5 quarters since. The position peaked at $14K in Q4 2015. 732 funds tracked by Wall St. Rank hold PPL as of Q1 2016.

  • Gupta Wealth Management held 332 shares of PPL Corp worth $13K as of Q1 2016.
  • Gupta Wealth Management sold 92 PPL Corp shares in Q1 2016, an estimated $3.27K.
  • PPL Corp made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #813 holding.
  • Gupta Wealth Management first reported a position in PPL Corp in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's PPL Corp position peaked at $14K in Q4 2015.
  • 732 funds tracked by Wall St. Rank held PPL Corp as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.