JWM
PPL

Jackson Wealth Management’s PPL Corp PPL Stock Holding History

Jackson 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
2018
Q1 		– Sell
-17,320
Closed -$543K – 100
2017
Q4 		$543K Buy
17,320
+105
+0.6% +$3.77K 0.14% 89
2017
Q3 		$652K Buy
17,215
+4,082
+31% +$158K 0.18% 81
2017
Q2 		$507K Buy
+13,133
New +$508K 0.16% 71
2015
Q4 		– Sell
-3,371
Closed -$111K – 104
2015
Q3 		$111K Buy
+3,371
New +$105K 0.04% 109
2015
Q2 		– Sell
-7,801
Closed -$245K – 121
2015
Q1 		$245K Sell
7,801
-57
-0.7% -$1.83K 0.08% 102
2014
Q4 		$266K Buy
+7,858
New +$257K 0.09% 105

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jackson Wealth Management's PPL Position: Q1 2018 in Review

Jackson Wealth Management sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 17,320 shares — an estimated $543K sold.

Jackson Wealth Management first reported a position in PPL in Q4 2014 and held it in 6 quarters. The position peaked at $652K in Q3 2017. 788 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

  • Jackson Wealth Management reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 17,320 PPL Corp shares in Q1 2018, an estimated $543K.
  • Jackson Wealth Management first reported a position in PPL Corp in Q4 2014 and held it in 6 quarters.
  • Jackson Wealth Management's PPL Corp position peaked at $652K in Q3 2017.
  • 788 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on Jackson Wealth Management's 13F filing for Q1 2018, filed 3 May 2018.