KA
PPL

Klingman & Associates’s PPL Corp PPL Stock Holding History

Klingman & Associates’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
2016
Q4 		– Sell
-945
Closed -$33K – 260
2016
Q3 		$33K Hold
945
– – 0.01% 215
2016
Q2 		$36K Hold
945
– – 0.01% 217
2016
Q1 		$36K Hold
945
– – 0.01% 214
2015
Q4 		$32K Buy
+945
New +$31.9K 0.01% 235

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Klingman & Associates's PPL Position: Q4 2016 in Review

Klingman & Associates sold out of PPL Corp (PPL) in Q4 2016, closing a stake of 945 shares — an estimated $33K sold.

Klingman & Associates first reported a position in PPL in Q4 2015 and held it in 4 quarters. The position peaked at $36K in Q2 2016. 759 funds tracked by Wall St. Rank hold PPL as of Q4 2016.

  • Klingman & Associates reported no remaining PPL Corp position as of Q4 2016 after selling out during the quarter.
  • Klingman & Associates sold 945 PPL Corp shares in Q4 2016, an estimated $33K.
  • Klingman & Associates first reported a position in PPL Corp in Q4 2015 and held it in 4 quarters.
  • Klingman & Associates's PPL Corp position peaked at $36K in Q2 2016.
  • 759 funds tracked by Wall St. Rank held PPL Corp as of Q4 2016.

Based on Klingman & Associates's 13F filing for Q4 2016, filed 26 Jan 2017.