KFS
PPL

KMS Financial Services’s PPL Corp PPL Stock Holding History

KMS Financial Services’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
2014
Q3 		$494K Buy
16,165
+74
+0.5% +$2.31K 0.07% 268
2014
Q2 		$533K Buy
16,091
+1,087
+7% +$34.3K 0.08% 253
2014
Q1 		$463K Buy
15,004
+158
+1% +$4.59K 0.07% 278
2013
Q4 		$416K Sell
14,846
-16,748
-53% -$472K 0.07% 302
2013
Q3 		$894K Buy
31,594
+16,869
+115% +$484K 0.22% 115
2013
Q2 		$414K Buy
+14,725
New +$425K 0.12% 214

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

KMS Financial Services's PPL Position: Q3 2014 in Review

KMS Financial Services increased its PPL Corp (PPL) stake by 0.46% in Q3 2014, buying an estimated $2.31K and bringing the position to 16,165 shares worth $494K. The position accounts for 0.07% of the portfolio, ranked #268.

KMS Financial Services first reported a position in PPL in Q2 2013 and has held it in 6 quarters since. The position peaked at $894K in Q3 2013. 649 funds tracked by Wall St. Rank hold PPL as of Q3 2014.

  • KMS Financial Services held 16,165 shares of PPL Corp worth $494K as of Q3 2014.
  • KMS Financial Services bought 74 PPL Corp shares in Q3 2014, an estimated $2.31K.
  • PPL Corp made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #268 holding.
  • KMS Financial Services first reported a position in PPL Corp in Q2 2013 and has held it in 6 quarters since.
  • KMS Financial Services's PPL Corp position peaked at $894K in Q3 2013.
  • 649 funds tracked by Wall St. Rank held PPL Corp as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.