WAS
PPL

WESPAC Advisors SoCal’s PPL Corp PPL Stock Holding History

WESPAC Advisors SoCal’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
Q4 		– Sell
-500
Closed -$18K – 276
2017
Q3 		$18K Hold
500
– – 0.01% 173
2017
Q2 		$19K Hold
500
– – 0.01% 157
2017
Q1 		$18.7K Hold
500
– – 0.01% 157
2016
Q4 		$17K Hold
500
– – 0.01% 161
2016
Q3 		$17.3K Hold
500
– – 0.01% 156
2016
Q2 		$18.9K Hold
500
– – 0.01% 161
2016
Q1 		$19K Hold
500
– – 0.01% 159
2015
Q4 		$17K Buy
+500
New +$16.9K 0.01% 166

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WESPAC Advisors SoCal's PPL Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 500 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in PPL in Q4 2015 and held it in 8 quarters. The position peaked at $19K in Q1 2016. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 500 PPL Corp shares in Q4 2017, an estimated $18K.
  • WESPAC Advisors SoCal first reported a position in PPL Corp in Q4 2015 and held it in 8 quarters.
  • WESPAC Advisors SoCal's PPL Corp position peaked at $19K in Q1 2016.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.