KJWM
PPL

Kiley Juergens Wealth Management’s PPL Corp PPL Stock Holding History

Kiley Juergens 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
-300
Closed -$9K – 466
2017
Q4 		$9K Buy
+300
New +$10.8K 0.01% 479

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

Kiley Juergens Wealth Management's PPL Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 300 shares — an estimated $9K sold.

Kiley Juergens Wealth Management first reported a position in PPL in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 788 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 300 PPL Corp shares in Q1 2018, an estimated $9K.
  • Kiley Juergens Wealth Management first reported a position in PPL Corp in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's PPL Corp position peaked at $9K in Q4 2017.
  • 788 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.