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 $6.73T AUM 46.02% 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 $2.3T AUM 54.33% 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
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SVA Wealth Management's PPL Position: Q2 2018 in Review

SVA Wealth Management sold out of PPL Corp (PPL) in Q2 2018, closing a stake of 9,672 shares — an estimated $367K sold.

SVA Wealth Management first reported a position in PPL in Q1 2014 and held it in 17 quarters. The position peaked at $1.86M in Q1 2015. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2018.

  • SVA Wealth Management reported no remaining PPL Corp position as of Q2 2018 after selling out during the quarter.
  • SVA Wealth Management sold 9,672 PPL Corp shares in Q2 2018, an estimated $367K.
  • SVA Wealth Management first reported a position in PPL Corp in Q1 2014 and held it in 17 quarters.
  • SVA Wealth Management's PPL Corp position peaked at $1.86M in Q1 2015.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2018.

Based on SVA Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.