IP
PPX

Intellectus Partners’s PPL CAPITAL FUNDING, INC. 2013 Series B Junior Subordinated Notes due 2073 PPX Stock Holding History

Intellectus Partners’s Portfolio PPX Stock Details PPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-90
Closed -$2K – 806
2017
Q3 		$2K Hold
90
– – ﹤0.01% 747
2017
Q2 		$2K Sell
90
-20
-18% -$522 ﹤0.01% 734
2017
Q1 		$3K Buy
110
+80
+267% +$2.03K ﹤0.01% 651
2016
Q4 		$1K Buy
+30
New +$764 ﹤0.01% 692

Other funds holding PPX

RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
SIM
Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return