Private Wealth Advisors (Pennsylvania)’s PPL Corp PPL Stock Holding History

Private Wealth Advisors (Pennsylvania)’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	-5,462	Closed	-$207K	–	128
2017 Q3	$207K	Sell	5,462 -525	-9%	-$20.3K	0.09%	122
2017 Q2	$231K	Buy	5,987 +395	+7%	+$15.3K	0.1%	117
2017 Q1	$209K	Buy	+5,592	New	+$200K	0.09%	119
2016 Q3	–	Sell	-5,592	Closed	-$211K	–	117
2016 Q2	$211K	Hold	5,592	–	–	0.1%	114
2016 Q1	$213K	Buy	+5,592	New	+$199K	0.11%	112
2015 Q1	–	Sell	-7,243	Closed	-$245K	–	134
2014 Q4	$245K	Sell	7,243 -859	-11%	-$28.1K	0.12%	116
2014 Q3	$248K	Hold	8,102	–	–	0.13%	111
2014 Q2	$268K	Sell	8,102 -145	-2%	-$4.57K	0.14%	105
2014 Q1	$255K	Hold	8,247	–	–	0.14%	107
2013 Q4	$231K	Hold	8,247	–	–	0.13%	107
2013 Q3	$233K	Hold	8,247	–	–	0.14%	104
2013 Q2	$232K	Buy	+8,247	New	+$238K	0.14%	106

Other funds holding PPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Private Wealth Advisors (Pennsylvania)'s PPL Position: Q4 2017 in Review

Private Wealth Advisors (Pennsylvania) sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 5,462 shares — an estimated $207K sold.

Private Wealth Advisors (Pennsylvania) first reported a position in PPL in Q2 2013 and held it in 12 quarters. The position peaked at $268K in Q2 2014. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

Private Wealth Advisors (Pennsylvania) reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
Private Wealth Advisors (Pennsylvania) sold 5,462 PPL Corp shares in Q4 2017, an estimated $207K.
Private Wealth Advisors (Pennsylvania) first reported a position in PPL Corp in Q2 2013 and held it in 12 quarters.
Private Wealth Advisors (Pennsylvania)'s PPL Corp position peaked at $268K in Q2 2014.
824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on Private Wealth Advisors (Pennsylvania)'s 13F filing for Q4 2017, filed 9 Feb 2018.