TrueWealth LLC’s PPL Corp PPL Stock Holding History

TrueWealth 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	-680	Closed	-$21K	–	891
2017 Q4	$21K	Buy	+680	New	+$24.4K	0.01%	386

Other funds holding PPL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TrueWealth LLC's PPL Position: Q1 2018 in Review

TrueWealth LLC sold out of PPL Corp (PPL) in Q1 2018, closing a stake of 680 shares — an estimated $21K sold.

TrueWealth LLC first reported a position in PPL in Q4 2017 and held it in 1 quarter. The position peaked at $21K in Q4 2017. 788 funds tracked by Wall St. Rank hold PPL as of Q1 2018.

TrueWealth LLC reported no remaining PPL Corp position as of Q1 2018 after selling out during the quarter.
TrueWealth LLC sold 680 PPL Corp shares in Q1 2018, an estimated $21K.
TrueWealth LLC first reported a position in PPL Corp in Q4 2017 and held it in 1 quarter.
TrueWealth LLC's PPL Corp position peaked at $21K in Q4 2017.
788 funds tracked by Wall St. Rank held PPL Corp as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.