IWC
PPL

Integrated Wealth Counsel’s PPL Corp PPL Stock Holding History

Integrated Wealth Counsel’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
2013
Q3 		– Sell
-433
Closed -$12K – 208
2013
Q2 		$12K Buy
+433
New +$12.5K 0.01% 155

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPPI
LS Power Partners II New York $37.8M AUM 18.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Integrated Wealth Counsel's PPL Position: Q3 2013 in Review

Integrated Wealth Counsel sold out of PPL Corp (PPL) in Q3 2013, closing a stake of 433 shares — an estimated $12K sold.

Integrated Wealth Counsel first reported a position in PPL in Q2 2013 and held it in 1 quarter. The position peaked at $12K in Q2 2013. 580 funds tracked by Wall St. Rank hold PPL as of Q3 2013.

  • Integrated Wealth Counsel reported no remaining PPL Corp position as of Q3 2013 after selling out during the quarter.
  • Integrated Wealth Counsel sold 433 PPL Corp shares in Q3 2013, an estimated $12K.
  • Integrated Wealth Counsel first reported a position in PPL Corp in Q2 2013 and held it in 1 quarter.
  • Integrated Wealth Counsel's PPL Corp position peaked at $12K in Q2 2013.
  • 580 funds tracked by Wall St. Rank held PPL Corp as of Q3 2013.

Based on Integrated Wealth Counsel's 13F filing for Q3 2013, filed 1 Nov 2013.