UFA
PPL

US Financial Advisors’s PPL Corp PPL Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-69
Closed -$3K – 307
2016
Q1 		$3K Sell
69
-321
-82% -$11.4K 0.01% 294
2015
Q4 		$13K Buy
+390
New +$13.2K 0.01% 290

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

US Financial Advisors's PPL Position: Q2 2016 in Review

US Financial Advisors sold out of PPL Corp (PPL) in Q2 2016, closing a stake of 69 shares — an estimated $3K sold.

US Financial Advisors first reported a position in PPL in Q4 2015 and held it in 2 quarters. The position peaked at $13K in Q4 2015. 765 funds tracked by Wall St. Rank hold PPL as of Q2 2016.

  • US Financial Advisors reported no remaining PPL Corp position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 69 PPL Corp shares in Q2 2016, an estimated $3K.
  • US Financial Advisors first reported a position in PPL Corp in Q4 2015 and held it in 2 quarters.
  • US Financial Advisors's PPL Corp position peaked at $13K in Q4 2015.
  • 765 funds tracked by Wall St. Rank held PPL Corp as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.