SBIA
PPL

Sheaff Brock Investment Advisors’s PPL Corp PPL Stock Holding History

Sheaff Brock 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
2017
Q3 		– Sell
-5,214
Closed -$202K – 607
2017
Q2 		$202K Sell
5,214
-3,092
-37% -$120K 0.03% 505
2017
Q1 		$311K Buy
8,306
+188
+2% +$6.72K 0.04% 384
2016
Q4 		$276K Buy
+8,118
New +$272K 0.03% 429

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sheaff Brock Investment Advisors's PPL Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of PPL Corp (PPL) in Q3 2017, closing a stake of 5,214 shares — an estimated $202K sold.

Sheaff Brock Investment Advisors first reported a position in PPL in Q4 2016 and held it in 3 quarters. The position peaked at $311K in Q1 2017. 768 funds tracked by Wall St. Rank hold PPL as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining PPL Corp position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,214 PPL Corp shares in Q3 2017, an estimated $202K.
  • Sheaff Brock Investment Advisors first reported a position in PPL Corp in Q4 2016 and held it in 3 quarters.
  • Sheaff Brock Investment Advisors's PPL Corp position peaked at $311K in Q1 2017.
  • 768 funds tracked by Wall St. Rank held PPL Corp as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.