Optimum Investment Advisors’s PPL Corp PPL Stock Holding History

Optimum Investment Advisors’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
2020 Q3	–	Sell	-200	Closed	-$5K	–	917
2020 Q2	$5K	Hold	200	–	–	﹤0.01%	755
2020 Q1	$5K	Sell	200 -150	-43%	-$4.83K	﹤0.01%	756
2019 Q4	$13K	Hold	350	–	–	﹤0.01%	737
2019 Q3	$11K	Hold	350	–	–	﹤0.01%	785
2019 Q2	$11K	Hold	350	–	–	﹤0.01%	776
2019 Q1	$11K	Hold	350	–	–	﹤0.01%	794
2018 Q4	$10K	Hold	350	–	–	﹤0.01%	761
2018 Q3	$10K	Hold	350	–	–	﹤0.01%	845
2018 Q2	$10K	Hold	350	–	–	﹤0.01%	848
2018 Q1	$10K	Buy	+350	New	+$10.4K	﹤0.01%	827
2015 Q1	$113K	Sell	3,607 -446	-11%	-$14.3K	0.04%	360
2014 Q4	$137K	Hold	4,053	–	–	0.04%	319
2014 Q3	$124K	Hold	4,053	–	–	0.04%	324
2014 Q2	$134K	Hold	4,053	–	–	0.04%	310
2014 Q1	$125K	Buy	4,053 +80	+2%	+$2.32K	0.05%	274
2013 Q4	$111K	Sell	3,973 -1,878	-32%	-$53K	0.04%	284
2013 Q3	$166K	Buy	+5,851	New	+$168K	0.07%	226

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Optimum Investment Advisors's PPL Position: Q3 2020 in Review

Optimum Investment Advisors sold out of PPL Corp (PPL) in Q3 2020, closing a stake of 200 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in PPL in Q3 2013 and held it in 17 quarters. The position peaked at $166K in Q3 2013. 753 funds tracked by Wall St. Rank hold PPL as of Q3 2020.

Optimum Investment Advisors reported no remaining PPL Corp position as of Q3 2020 after selling out during the quarter.
Optimum Investment Advisors sold 200 PPL Corp shares in Q3 2020, an estimated $5K.
Optimum Investment Advisors first reported a position in PPL Corp in Q3 2013 and held it in 17 quarters.
Optimum Investment Advisors's PPL Corp position peaked at $166K in Q3 2013.
753 funds tracked by Wall St. Rank held PPL Corp as of Q3 2020.

Based on Optimum Investment Advisors's 13F filing for Q3 2020, filed 6 Oct 2020.