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 – 697
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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Financial Advisors's PPL Position: Q2 2019 in Review

Legacy Financial Advisors sold out of PPL Corp (PPL) in Q2 2019, closing a stake of 383 shares — an estimated $12K sold.

Legacy Financial Advisors first reported a position in PPL in Q4 2017 and held it in 5 quarters. The position peaked at $12K in Q1 2019. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2019.

  • Legacy Financial Advisors reported no remaining PPL Corp position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 383 PPL Corp shares in Q2 2019, an estimated $12K.
  • Legacy Financial Advisors first reported a position in PPL Corp in Q4 2017 and held it in 5 quarters.
  • Legacy Financial Advisors's PPL Corp position peaked at $12K in Q1 2019.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.