W
PPL

Wealthfront’s PPL Corp PPL Stock Holding History

Wealthfront’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
Q3 		$2.87M Sell
98,162
-2,892
-3% -$84.5K 0.03% 94
2018
Q2 		$2.88M Buy
101,054
+23,112
+30% +$640K 0.03% 87
2018
Q1 		$2.21M Buy
77,942
+15,407
+25% +$459K 0.02% 126
2017
Q4 		$1.94M Buy
62,535
+45,521
+268% +$1.64M 0.02% 129
2017
Q3 		$646K Buy
17,014
+3,585
+27% +$139K 0.01% 277
2017
Q2 		$519K Buy
13,429
+2,311
+21% +$89.4K 0.01% 261
2017
Q1 		$416K Buy
11,118
+1,713
+18% +$61.3K 0.01% 266
2016
Q4 		$320K Buy
9,405
+326
+4% +$10.9K 0.01% 282
2016
Q3 		$314K Sell
9,079
-147
-2% -$5.29K 0.01% 265
2016
Q2 		$348K Buy
9,226
+386
+4% +$14.7K 0.01% 233
2016
Q1 		$337K Buy
8,840
+2,223
+34% +$79K 0.01% 225
2015
Q4 		$226K Buy
6,617
+384
+6% +$12.9K 0.01% 271
2015
Q3 		$205K Buy
6,233
+1,028
+20% +$32.2K 0.01% 272
2015
Q2 		$153K Buy
5,205
+1,649
+46% +$51.5K 0.01% 318
2015
Q1 		$111K Sell
3,556
-65
-2% -$2.09K 0.01% 364
2014
Q4 		$123K Buy
3,621
+1,209
+50% +$39.5K 0.01% 322
2014
Q3 		$74K Buy
2,412
+18
+0.8% +$563 0.01% 343
2014
Q2 		$76K Buy
2,394
+874
+58% +$27.6K 0.01% 279
2014
Q1 		$46K Buy
+1,520
New +$44.1K 0.01% 284

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wealthfront's PPL Position: Q3 2018 in Review

Wealthfront reduced its PPL Corp (PPL) stake by 2.9% in Q3 2018, selling an estimated $84.5K and leaving 98,162 shares worth $2.87M. The position accounts for 0.03% of the portfolio, ranked #94.

Wealthfront first reported a position in PPL in Q1 2014 and has held it in 19 quarters since. The position peaked at $2.88M in Q2 2018. 779 funds tracked by Wall St. Rank hold PPL as of Q3 2018.

  • Wealthfront held 98,162 shares of PPL Corp worth $2.87M as of Q3 2018.
  • Wealthfront sold 2,892 PPL Corp shares in Q3 2018, an estimated $84.5K.
  • PPL Corp made up 0.03% of Wealthfront's portfolio in Q3 2018, its #94 holding.
  • Wealthfront first reported a position in PPL Corp in Q1 2014 and has held it in 19 quarters since.
  • Wealthfront's PPL Corp position peaked at $2.88M in Q2 2018.
  • 779 funds tracked by Wall St. Rank held PPL Corp as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.