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	–	919
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 $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hotchkis & Wiley Capital Management

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return