LWMT
PPL

Legacy Wealth Management (Tennessee)’s PPL Corp PPL Stock Holding History

Legacy Wealth Management (Tennessee)’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
2017
Q1 		– Sell
-34
Closed -$1.16K – 55
2016
Q4 		$1.16K Buy
+34
New +$1.14K ﹤0.01% 74

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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

Legacy Wealth Management (Tennessee)'s PPL Position: Q1 2017 in Review

Legacy Wealth Management (Tennessee) sold out of PPL Corp (PPL) in Q1 2017, closing a stake of 34 shares — an estimated $1.16K sold.

Legacy Wealth Management (Tennessee) first reported a position in PPL in Q4 2016 and held it in 1 quarter. The position peaked at $1.16K in Q4 2016. 755 funds tracked by Wall St. Rank hold PPL as of Q1 2017.

  • Legacy Wealth Management (Tennessee) reported no remaining PPL Corp position as of Q1 2017 after selling out during the quarter.
  • Legacy Wealth Management (Tennessee) sold 34 PPL Corp shares in Q1 2017, an estimated $1.16K.
  • Legacy Wealth Management (Tennessee) first reported a position in PPL Corp in Q4 2016 and held it in 1 quarter.
  • Legacy Wealth Management (Tennessee)'s PPL Corp position peaked at $1.16K in Q4 2016.
  • 755 funds tracked by Wall St. Rank held PPL Corp as of Q1 2017.

Based on Legacy Wealth Management (Tennessee)'s 13F filing for Q1 2017, filed 19 Apr 2017.