Luther King Capital Management (LKCM)
PPL

Luther King Capital Management (LKCM)’s PPL Corp PPL Stock Holding History

Luther King Capital Management (LKCM)’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
2016
Q1 		– Sell
-5,902
Closed -$201K – 528
2015
Q4 		$201K Sell
5,902
-6,826
-54% -$230K ﹤0.01% 499
2015
Q3 		$419K Buy
+12,728
New +$398K ﹤0.01% 433

Other funds holding PPL

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
Bank of America
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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Luther King Capital Management (LKCM)'s PPL Position: Q1 2016 in Review

Luther King Capital Management (LKCM) sold out of PPL Corp (PPL) in Q1 2016, closing a stake of 5,902 shares — an estimated $201K sold.

Luther King Capital Management (LKCM) first reported a position in PPL in Q3 2015 and held it in 2 quarters. The position peaked at $419K in Q3 2015. 731 funds tracked by Wall St. Rank hold PPL as of Q1 2016.

  • Luther King Capital Management (LKCM) reported no remaining PPL Corp position as of Q1 2016 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 5,902 PPL Corp shares in Q1 2016, an estimated $201K.
  • Luther King Capital Management (LKCM) first reported a position in PPL Corp in Q3 2015 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s PPL Corp position peaked at $419K in Q3 2015.
  • 731 funds tracked by Wall St. Rank held PPL Corp as of Q1 2016.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2016, filed 12 May 2016.