SVWA
PPL

Sound View Wealth Advisors’s PPL Corp PPL Stock Holding History

Sound View Wealth 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
2019
Q1 		$856K Sell
26,955
-807
-3% -$25.1K 0.27% 96
2018
Q4 		$786K Buy
+27,762
New +$843K 0.28% 98

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's PPL Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its PPL Corp (PPL) stake by 2.9% in Q1 2019, selling an estimated $25.1K and leaving 26,955 shares worth $856K. The position accounts for 0.27% of the portfolio, ranked #96.

Sound View Wealth Advisors first reported a position in PPL in Q4 2018 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold PPL as of Q1 2019.

  • Sound View Wealth Advisors held 26,955 shares of PPL Corp worth $856K as of Q1 2019.
  • Sound View Wealth Advisors sold 807 PPL Corp shares in Q1 2019, an estimated $25.1K.
  • PPL Corp made up 0.27% of Sound View Wealth Advisors's portfolio in Q1 2019, its #96 holding.
  • Sound View Wealth Advisors first reported a position in PPL Corp in Q4 2018 and has held it in 2 quarters since.
  • 828 funds tracked by Wall St. Rank held PPL Corp as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.