RIA
PPL

Regal Investment Advisors’s PPL Corp PPL Stock Holding History

Regal 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
2015
Q4 		– Sell
-1,102
Closed -$36K – 727
2015
Q3 		$36K Sell
1,102
-100
-8% -$3.13K 0.01% 464
2015
Q2 		$35K Sell
1,202
-102
-8% -$3.19K 0.01% 480
2015
Q1 		$41K Sell
1,304
-363
-22% -$11.7K 0.01% 451
2014
Q4 		$56K Buy
1,667
+484
+41% +$15.8K 0.02% 380
2014
Q3 		$36K Sell
1,183
-498
-30% -$15.6K 0.01% 456
2014
Q2 		$56K Buy
1,681
+498
+42% +$15.7K 0.02% 368
2014
Q1 		$37K Hold
1,183
– – 0.02% 401
2013
Q4 		$33K Sell
1,183
-76
-6% -$2.14K 0.02% 359
2013
Q3 		$36K Sell
1,259
-676
-35% -$19.4K 0.02% 359
2013
Q2 		$55K Buy
+1,935
New +$55.9K 0.03% 283

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Regal Investment Advisors's PPL Position: Q4 2015 in Review

Regal Investment Advisors sold out of PPL Corp (PPL) in Q4 2015, closing a stake of 1,102 shares — an estimated $36K sold.

Regal Investment Advisors first reported a position in PPL in Q2 2013 and held it in 10 quarters. The position peaked at $56K in Q4 2014. 705 funds tracked by Wall St. Rank hold PPL as of Q4 2015.

  • Regal Investment Advisors reported no remaining PPL Corp position as of Q4 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 1,102 PPL Corp shares in Q4 2015, an estimated $36K.
  • Regal Investment Advisors first reported a position in PPL Corp in Q2 2013 and held it in 10 quarters.
  • Regal Investment Advisors's PPL Corp position peaked at $56K in Q4 2014.
  • 705 funds tracked by Wall St. Rank held PPL Corp as of Q4 2015.

Based on Regal Investment Advisors's 13F filing for Q4 2015, filed 8 Feb 2016.