SWM
PPL

SVA Wealth Management’s PPL Corp PPL Stock Holding History

SVA Wealth Management’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
Q2 		– Sell
-9,672
Closed -$367K – 228
2018
Q1 		$367K Buy
9,672
+1,565
+19% +$46.6K 0.05% 162
2017
Q4 		$251K Sell
8,107
-1,565
-16% -$56.2K 0.03% 189
2017
Q3 		$367K Sell
9,672
-408
-4% -$15.8K 0.05% 162
2017
Q2 		$390K Buy
10,080
+1,000
+11% +$38.7K 0.05% 151
2017
Q1 		$340K Sell
9,080
-1,384
-13% -$49.5K 0.05% 155
2016
Q4 		$356K Hold
10,464
– – 0.05% 157
2016
Q3 		$362K Sell
10,464
-1,650
-14% -$59.4K 0.06% 153
2016
Q2 		$457K Hold
12,114
– – 0.07% 144
2016
Q1 		$461K Sell
12,114
-2,400
-17% -$85.3K 0.08% 146
2015
Q4 		$495K Sell
14,514
-38,713
-73% -$1.31M 0.09% 148
2015
Q3 		$1.75M Sell
53,227
-3,878
-7% -$121K 0.33% 82
2015
Q2 		$1.68M Sell
57,105
-2,327
-4% -$72.7K 0.31% 89
2015
Q1 		$1.86M Buy
59,432
+36,706
+162% +$1.18M 0.34% 84
2014
Q4 		$769K Buy
22,726
+1,818
+9% +$59.4K 0.28% 85
2014
Q3 		$640K Buy
20,908
+4,024
+24% +$126K 0.27% 87
2014
Q2 		$559K Buy
16,884
+2,239
+15% +$70.6K 0.24% 92
2014
Q1 		$452K Buy
+14,645
New +$425K 0.21% 100

Other funds holding PPL

BlackRock
BlackRock New York $5.7T 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 $653B AUM 32.41% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B 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
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return