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McKinley Carter Wealth Services’s PPL Corp PPL Stock Holding History

McKinley Carter Wealth Services’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
2018
Q2 		– Sell
-4,251
Closed -$120K – 324
2018
Q1 		$120K Buy
+4,251
New +$127K 0.04% 204
2016
Q3 		– Sell
-5,380
Closed -$203K – 128
2016
Q2 		$203K Buy
+5,380
New +$205K 0.11% 122

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

McKinley Carter Wealth Services's PPL Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of PPL Corp (PPL) in Q2 2018, closing a stake of 4,251 shares — an estimated $120K sold.

McKinley Carter Wealth Services first reported a position in PPL in Q2 2016 and held it in 2 quarters. The position peaked at $203K in Q2 2016. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2018.

  • McKinley Carter Wealth Services reported no remaining PPL Corp position as of Q2 2018 after selling out during the quarter.
  • McKinley Carter Wealth Services sold 4,251 PPL Corp shares in Q2 2018, an estimated $120K.
  • McKinley Carter Wealth Services first reported a position in PPL Corp in Q2 2016 and held it in 2 quarters.
  • McKinley Carter Wealth Services's PPL Corp position peaked at $203K in Q2 2016.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.