Integrated Wealth Management (Palm Desert)’s PPL Corp PPL Stock Holding History

Integrated Wealth Management (Palm Desert)’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	$374K	Buy	9,995 +1,253	+14%	+$44.8K	0.13%	161
2016 Q4	$298K	Sell	8,742 -323	-4%	-$10.8K	0.11%	173
2016 Q3	$313K	Buy	9,065 +1,190	+15%	+$42.8K	0.11%	162
2016 Q2	$297K	Buy	7,875 +3,543	+82%	+$135K	0.11%	164
2016 Q1	$165K	Buy	4,332 +1,560	+56%	+$55.4K	0.07%	217
2015 Q4	$95K	Buy	2,772 +505	+22%	+$17K	0.04%	286
2015 Q3	$75K	Hold	2,267	–	–	0.03%	312
2015 Q2	$67K	Buy	2,267 +69	+3%	+$2.16K	0.03%	334
2015 Q1	$68K	Buy	+2,198	New	+$70.6K	0.03%	339

Other funds holding PPL

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

EIP

Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s PPL Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its PPL Corp (PPL) stake by 14% in Q1 2017, buying an estimated $44.8K and bringing the position to 9,995 shares worth $374K. The position accounts for 0.13% of the portfolio, ranked #161.

Integrated Wealth Management (Palm Desert) first reported a position in PPL in Q1 2015 and has held it in 9 quarters since. 755 funds tracked by Wall St. Rank hold PPL as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 9,995 shares of PPL Corp worth $374K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 1,253 PPL Corp shares in Q1 2017, an estimated $44.8K.
PPL Corp made up 0.13% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #161 holding.
Integrated Wealth Management (Palm Desert) first reported a position in PPL Corp in Q1 2015 and has held it in 9 quarters since.
755 funds tracked by Wall St. Rank held PPL Corp as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.