PPSG
PPL

Princeton Portfolio Strategies Group’s PPL Corp PPL Stock Holding History

Princeton Portfolio Strategies 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
2017
Q4 		– Sell
-5,483
Closed -$208K – 161
2017
Q3 		$208K Hold
5,483
– – 0.06% 164
2017
Q2 		$212K Sell
5,483
-45
-0.8% -$1.74K 0.06% 156
2017
Q1 		$207K Buy
+5,528
New +$198K 0.06% 165
2016
Q3 		– Sell
-5,528
Closed -$209K – 150
2016
Q2 		$209K Hold
5,528
– – 0.07% 136
2016
Q1 		$210K Buy
+5,528
New +$196K 0.07% 133

Other funds holding PPL

BlackRock
BlackRock New York $5.72T 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Princeton Portfolio Strategies Group's PPL Position: Q4 2017 in Review

Princeton Portfolio Strategies Group sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 5,483 shares — an estimated $208K sold.

Princeton Portfolio Strategies Group first reported a position in PPL in Q1 2016 and held it in 5 quarters. The position peaked at $212K in Q2 2017. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • Princeton Portfolio Strategies Group reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
  • Princeton Portfolio Strategies Group sold 5,483 PPL Corp shares in Q4 2017, an estimated $208K.
  • Princeton Portfolio Strategies Group first reported a position in PPL Corp in Q1 2016 and held it in 5 quarters.
  • Princeton Portfolio Strategies Group's PPL Corp position peaked at $212K in Q2 2017.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on Princeton Portfolio Strategies Group's 13F filing for Q4 2017, filed 12 Feb 2018.