SFM
PPL

Systematic Financial Management’s PPL Corp PPL Stock Holding History

Systematic Financial 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
2013
Q4 		– Sell
-573,320
Closed -$16.2M – 684
2013
Q3 		$16.2M Sell
573,320
-29,794
-5% -$855K 0.13% 171
2013
Q2 		$17M Buy
+603,114
New +$17.4M 0.15% 153

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Systematic Financial Management's PPL Position: Q4 2013 in Review

Systematic Financial Management sold out of PPL Corp (PPL) in Q4 2013, closing a stake of 573,320 shares — an estimated $16.2M sold.

Systematic Financial Management first reported a position in PPL in Q2 2013 and held it in 2 quarters. The position peaked at $17M in Q2 2013. 618 funds tracked by Wall St. Rank hold PPL as of Q4 2013.

  • Systematic Financial Management reported no remaining PPL Corp position as of Q4 2013 after selling out during the quarter.
  • Systematic Financial Management sold 573,320 PPL Corp shares in Q4 2013, an estimated $16.2M.
  • Systematic Financial Management first reported a position in PPL Corp in Q2 2013 and held it in 2 quarters.
  • Systematic Financial Management's PPL Corp position peaked at $17M in Q2 2013.
  • 618 funds tracked by Wall St. Rank held PPL Corp as of Q4 2013.

Based on Systematic Financial Management's 13F filing for Q4 2013, filed 14 Feb 2014.