IBEX Wealth Advisors’s PPL Corp PPL Stock Holding History

IBEX 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
2017 Q1	–	Sell	-432	Closed	-$15K	–	306
2016 Q4	$15K	Buy	+432	New	+$14.5K	0.01%	251

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 America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B 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

IBEX Wealth Advisors's PPL Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of PPL Corp (PPL) in Q1 2017, closing a stake of 432 shares — an estimated $15K sold.

IBEX Wealth Advisors first reported a position in PPL in Q4 2016 and held it in 1 quarter. The position peaked at $15K in Q4 2016. 755 funds tracked by Wall St. Rank hold PPL as of Q1 2017.

IBEX Wealth Advisors reported no remaining PPL Corp position as of Q1 2017 after selling out during the quarter.
IBEX Wealth Advisors sold 432 PPL Corp shares in Q1 2017, an estimated $15K.
IBEX Wealth Advisors first reported a position in PPL Corp in Q4 2016 and held it in 1 quarter.
IBEX Wealth Advisors's PPL Corp position peaked at $15K in Q4 2016.
755 funds tracked by Wall St. Rank held PPL Corp as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.