LA
PPL

Lynch & Associates’s PPL Corp PPL Stock Holding History

Lynch & Associates’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
2013
Q4 		– Sell
-17,393
Closed -$492K – 98
2013
Q3 		$492K Buy
17,393
+402
+2% +$11.5K 0.33% 68
2013
Q2 		$479K Buy
+16,991
New +$491K 0.33% 72

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Lynch & Associates's PPL Position: Q4 2013 in Review

Lynch & Associates sold out of PPL Corp (PPL) in Q4 2013, closing a stake of 17,393 shares — an estimated $492K sold.

Lynch & Associates first reported a position in PPL in Q2 2013 and held it in 2 quarters. The position peaked at $492K in Q3 2013. 618 funds tracked by Wall St. Rank hold PPL as of Q4 2013.

  • Lynch & Associates reported no remaining PPL Corp position as of Q4 2013 after selling out during the quarter.
  • Lynch & Associates sold 17,393 PPL Corp shares in Q4 2013, an estimated $492K.
  • Lynch & Associates first reported a position in PPL Corp in Q2 2013 and held it in 2 quarters.
  • Lynch & Associates's PPL Corp position peaked at $492K in Q3 2013.
  • 618 funds tracked by Wall St. Rank held PPL Corp as of Q4 2013.

Based on Lynch & Associates's 13F filing for Q4 2013, filed 22 Jan 2014.