SXL
PPL

Summit X LLC’s PPL Corp PPL Stock Holding History

Summit X LLC’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
2018
Q1 		– Sell
-14,940
Closed -$462K – 196
2017
Q4 		$462K Buy
14,940
+3,004
+25% +$108K 0.29% 100
2017
Q3 		$451K Buy
11,936
+2,141
+22% +$82.8K 0.3% 97
2017
Q2 		$378K Buy
+9,795
New +$379K 0.27% 115

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit X LLC's PPL Position: Q1 2018 in Review

Summit X LLC sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 14,940 shares — an estimated $462K sold.

Summit X LLC first reported a position in PPL in Q2 2017 and held it in 3 quarters. The position peaked at $462K in Q4 2017. 789 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

  • Summit X LLC reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
  • Summit X LLC sold 14,940 PPL Corp shares in Q1 2018, an estimated $462K.
  • Summit X LLC first reported a position in PPL Corp in Q2 2017 and held it in 3 quarters.
  • Summit X LLC's PPL Corp position peaked at $462K in Q4 2017.
  • 789 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on Summit X LLC's 13F filing for Q1 2018, filed 23 May 2018.