MUMSS
PPL

Mitsubishi UFJ Morgan Stanley Securities’s PPL Corp PPL Stock Holding History

Mitsubishi UFJ Morgan Stanley Securities’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
2014
Q4 		$7K Sell
215
-418
-66% -$13.7K 0.01% 243
2014
Q3 		$19K Buy
+633
New +$19.8K 0.05% 148
2014
Q2 		– Sell
-344
Closed -$11K – 280
2014
Q1 		$11K Buy
+344
New +$9.99K 0.03% 195

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mitsubishi UFJ Morgan Stanley Securities's PPL Position: Q4 2014 in Review

Mitsubishi UFJ Morgan Stanley Securities reduced its PPL Corp (PPL) stake by 66% in Q4 2014, selling an estimated $13.7K and leaving 215 shares worth $7K. The position accounts for 0.01% of the portfolio, ranked #243.

Mitsubishi UFJ Morgan Stanley Securities first reported a position in PPL in Q1 2014 and has held it in 3 quarters since. The position peaked at $19K in Q3 2014. 694 funds tracked by Wall St. Rank hold PPL as of Q4 2014.

  • Mitsubishi UFJ Morgan Stanley Securities held 215 shares of PPL Corp worth $7K as of Q4 2014.
  • Mitsubishi UFJ Morgan Stanley Securities sold 418 PPL Corp shares in Q4 2014, an estimated $13.7K.
  • PPL Corp made up 0.01% of Mitsubishi UFJ Morgan Stanley Securities's portfolio in Q4 2014, its #243 holding.
  • Mitsubishi UFJ Morgan Stanley Securities first reported a position in PPL Corp in Q1 2014 and has held it in 3 quarters since.
  • Mitsubishi UFJ Morgan Stanley Securities's PPL Corp position peaked at $19K in Q3 2014.
  • 694 funds tracked by Wall St. Rank held PPL Corp as of Q4 2014.

Based on Mitsubishi UFJ Morgan Stanley Securities's 13F filing for Q4 2014, filed 17 Feb 2015.