LFA
PPL

Legacy Financial Advisors’s PPL Corp PPL Stock Holding History

Legacy Financial Advisors’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
2019
Q2 		– Sell
-383
Closed -$12K – 698
2019
Q1 		$12K Buy
383
+97
+34% +$3.02K ﹤0.01% 581
2018
Q4 		$8K Sell
286
-80
-22% -$2.43K ﹤0.01% 629
2018
Q3 		$10K Buy
366
+32
+10% +$935 ﹤0.01% 525
2018
Q2 		$10K Buy
+334
New +$9.25K ﹤0.01% 531
2018
Q1 		– Sell
-143
Closed -$4K – 886
2017
Q4 		$4K Buy
+143
New +$5.14K ﹤0.01% 673

Other funds holding PPL

BlackRock
BlackRock New York $5.7T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return