WI
PPL

WBI Investments’s PPL Corp PPL Stock Holding History

WBI Investments’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
2017
Q3 		– Sell
-60,125
Closed -$2.32M – 361
2017
Q2 		$2.32M Sell
60,125
-20,047
-25% -$775K 0.1% 142
2017
Q1 		$3M Buy
80,172
+61,801
+336% +$2.21M 0.13% 121
2016
Q4 		$626K Buy
+18,371
New +$616K 0.03% 234

Other funds holding PPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WBI Investments's PPL Position: Q3 2017 in Review

WBI Investments sold out of PPL Corp (PPL) in Q3 2017, closing a stake of 60,125 shares — an estimated $2.32M sold.

WBI Investments first reported a position in PPL in Q4 2016 and held it in 3 quarters. The position peaked at $3M in Q1 2017. 768 funds tracked by Wall St. Rank hold PPL as of Q3 2017.

  • WBI Investments reported no remaining PPL Corp position as of Q3 2017 after selling out during the quarter.
  • WBI Investments sold 60,125 PPL Corp shares in Q3 2017, an estimated $2.32M.
  • WBI Investments first reported a position in PPL Corp in Q4 2016 and held it in 3 quarters.
  • WBI Investments's PPL Corp position peaked at $3M in Q1 2017.
  • 768 funds tracked by Wall St. Rank held PPL Corp as of Q3 2017.

Based on WBI Investments's 13F filing for Q3 2017, filed 13 Nov 2017.