SSW
PPL

Smith Shellnut Wilson’s PPL Corp PPL Stock Holding History

Smith Shellnut Wilson’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
-6,614
Closed -$251K – 126
2017
Q3 		$251K Hold
6,614
– – 0.22% 103
2017
Q2 		$250K Hold
6,614
– – 0.26% 102
2017
Q1 		$247K Hold
6,614
– – 0.23% 108
2016
Q4 		$225K Buy
+6,614
New +$222K 0.22% 111

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

Smith Shellnut Wilson's PPL Position: Q4 2017 in Review

Smith Shellnut Wilson sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 6,614 shares — an estimated $251K sold.

Smith Shellnut Wilson first reported a position in PPL in Q4 2016 and held it in 4 quarters. The position peaked at $251K in Q3 2017. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • Smith Shellnut Wilson reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
  • Smith Shellnut Wilson sold 6,614 PPL Corp shares in Q4 2017, an estimated $251K.
  • Smith Shellnut Wilson first reported a position in PPL Corp in Q4 2016 and held it in 4 quarters.
  • Smith Shellnut Wilson's PPL Corp position peaked at $251K in Q3 2017.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on Smith Shellnut Wilson's 13F filing for Q4 2017, filed 22 Feb 2018.