SFWA
PPL

Summit Financial Wealth Advisors’s PPL Corp PPL Stock Holding History

Summit Financial 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
2015
Q3 		– Sell
-950
Closed -$27K – 251
2015
Q2 		$27K Buy
+950
New +$29.7K 0.02% 182

Other funds holding PPL

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
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

Summit Financial Wealth Advisors's PPL Position: Q3 2015 in Review

Summit Financial Wealth Advisors sold out of PPL Corp (PPL) in Q3 2015, closing a stake of 950 shares — an estimated $27K sold.

Summit Financial Wealth Advisors first reported a position in PPL in Q2 2015 and held it in 1 quarter. The position peaked at $27K in Q2 2015. 657 funds tracked by Wall St. Rank hold PPL as of Q3 2015.

  • Summit Financial Wealth Advisors reported no remaining PPL Corp position as of Q3 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 950 PPL Corp shares in Q3 2015, an estimated $27K.
  • Summit Financial Wealth Advisors first reported a position in PPL Corp in Q2 2015 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's PPL Corp position peaked at $27K in Q2 2015.
  • 657 funds tracked by Wall St. Rank held PPL Corp as of Q3 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q3 2015, filed 19 Oct 2015.