LWIC
PPL

Leith Wheeler Investment Counsel’s PPL Corp PPL Stock Holding History

Leith Wheeler Investment Counsel’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
-2,526
Closed -$241K – 38
2016
Q4 		$241K Buy
+2,526
New +$84.7K 0.15% 9

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

Leith Wheeler Investment Counsel's PPL Position: Q1 2017 in Review

Leith Wheeler Investment Counsel sold out of PPL Corp (PPL) in Q1 2017, closing a stake of 2,526 shares — an estimated $241K sold.

Leith Wheeler Investment Counsel first reported a position in PPL in Q4 2016 and held it in 1 quarter. The position peaked at $241K in Q4 2016. 755 funds tracked by Wall St. Rank hold PPL as of Q1 2017.

  • Leith Wheeler Investment Counsel reported no remaining PPL Corp position as of Q1 2017 after selling out during the quarter.
  • Leith Wheeler Investment Counsel sold 2,526 PPL Corp shares in Q1 2017, an estimated $241K.
  • Leith Wheeler Investment Counsel first reported a position in PPL Corp in Q4 2016 and held it in 1 quarter.
  • Leith Wheeler Investment Counsel's PPL Corp position peaked at $241K in Q4 2016.
  • 755 funds tracked by Wall St. Rank held PPL Corp as of Q1 2017.

Based on Leith Wheeler Investment Counsel's 13F filing for Q1 2017, filed 6 Apr 2017.