IFWM
PPL

Institute for Wealth Management’s PPL Corp PPL Stock Holding History

Institute for 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
2017
Q3 		– Sell
-7,605
Closed -$293K – 359
2017
Q2 		$293K Buy
+7,605
New +$294K 0.08% 317

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Institute for Wealth Management's PPL Position: Q3 2017 in Review

Institute for Wealth Management sold out of PPL Corp (PPL) in Q3 2017, closing a stake of 7,605 shares — an estimated $293K sold.

Institute for Wealth Management first reported a position in PPL in Q2 2017 and held it in 1 quarter. The position peaked at $293K in Q2 2017. 768 funds tracked by Wall St. Rank hold PPL as of Q3 2017.

  • Institute for Wealth Management reported no remaining PPL Corp position as of Q3 2017 after selling out during the quarter.
  • Institute for Wealth Management sold 7,605 PPL Corp shares in Q3 2017, an estimated $293K.
  • Institute for Wealth Management first reported a position in PPL Corp in Q2 2017 and held it in 1 quarter.
  • Institute for Wealth Management's PPL Corp position peaked at $293K in Q2 2017.
  • 768 funds tracked by Wall St. Rank held PPL Corp as of Q3 2017.

Based on Institute for Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.