Lehman Financial Resources’s PPL Corp PPL Stock Holding History

Lehman Financial Resources’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
2015 Q3	–	Sell	-80,450	Closed	-$2.37M	–	480
2015 Q2	$2.37M	Sell	80,450 -7,858	-9%	-$246K	1.15%	26
2015 Q1	$2.77M	Buy	88,308 +322	+0.4%	+$10.3K	1.27%	23
2014 Q4	$2.98M	Sell	87,986 -2,684	-3%	-$87.7K	1.46%	22
2014 Q3	$2.77M	Sell	90,670 -1,074	-1%	-$33.6K	1.45%	20
2014 Q2	$3.04M	Sell	91,744 -751	-0.8%	-$23.7K	1.45%	17
2014 Q1	$2.85M	Sell	92,495 -537	-0.6%	-$15.6K	1.48%	19
2013 Q4	$2.61M	Sell	93,032 -966	-1%	-$27.2K	1.61%	20
2013 Q3	$2.66M	Buy	93,998 +107	+0.1%	+$3.07K	1.71%	17
2013 Q2	$2.65M	Buy	+93,891	New	+$2.71M	1.79%	15

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Lehman Financial Resources's PPL Position: Q3 2015 in Review

Lehman Financial Resources sold out of PPL Corp (PPL) in Q3 2015, closing a stake of 80,450 shares — an estimated $2.37M sold.

Lehman Financial Resources first reported a position in PPL in Q2 2013 and held it in 9 quarters. The position peaked at $3.04M in Q2 2014. 657 funds tracked by Wall St. Rank hold PPL as of Q3 2015.

Lehman Financial Resources reported no remaining PPL Corp position as of Q3 2015 after selling out during the quarter.
Lehman Financial Resources sold 80,450 PPL Corp shares in Q3 2015, an estimated $2.37M.
Lehman Financial Resources first reported a position in PPL Corp in Q2 2013 and held it in 9 quarters.
Lehman Financial Resources's PPL Corp position peaked at $3.04M in Q2 2014.
657 funds tracked by Wall St. Rank held PPL Corp as of Q3 2015.

Based on Lehman Financial Resources's 13F filing for Q3 2015, filed 10 Nov 2015.