OFW
PPL

Omnia Family Wealth’s PPL Corp PPL Stock Holding History

Omnia Family Wealth’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
2019
Q2 		– Sell
-2,080
Closed -$67K – 410
2019
Q1 		$67K Hold
2,080
– – 0.03% 141
2018
Q4 		$60K Buy
2,080
+89
+4% +$2.7K 0.03% 142
2018
Q3 		$59K Sell
1,991
-209
-10% -$6.11K 0.03% 149
2018
Q2 		$64K Sell
2,200
-2,020
-48% -$55.9K 0.03% 139
2018
Q1 		$121K Sell
4,220
-500
-11% -$14.9K 0.06% 113
2017
Q4 		$148K Buy
4,720
+203
+4% +$7.29K 0.07% 103
2017
Q3 		$173K Sell
4,517
-95
-2% -$3.67K 0.08% 95
2017
Q2 		$180K Sell
4,612
-2,371
-34% -$91.7K 0.09% 93
2017
Q1 		$264K Buy
6,983
+29
+0.4% +$1.04K 0.13% 72
2016
Q4 		$239K Buy
+6,954
New +$233K 0.12% 81

Other funds holding PPL

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return