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Polaris Wealth Advisory Group’s PPL Corp PPL Stock Holding History

Polaris Wealth Advisory Group’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
Q4 		– Sell
-543
Closed -$16K – 369
2018
Q3 		$16K Buy
+543
New +$15.9K ﹤0.01% 347

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polaris Wealth Advisory Group's PPL Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of PPL Corp (PPL) in Q4 2018, closing a stake of 543 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in PPL in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining PPL Corp position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 543 PPL Corp shares in Q4 2018, an estimated $16K.
  • Polaris Wealth Advisory Group first reported a position in PPL Corp in Q3 2018 and held it in 1 quarter.
  • Polaris Wealth Advisory Group's PPL Corp position peaked at $16K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.