WA
PPL

WESPAC Advisors’s PPL Corp PPL Stock Holding History

WESPAC 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
Q4 		– Sell
-8,882
Closed -$307K – 130
2016
Q3 		$307K Sell
8,882
-909
-9% -$32.7K 0.35% 84
2016
Q2 		$370K Buy
9,791
+1,400
+17% +$53.3K 0.38% 82
2016
Q1 		$319K Buy
8,391
+1,244
+17% +$44.2K 0.4% 81
2015
Q4 		$244K Buy
7,147
+978
+16% +$33K 0.28% 82
2015
Q3 		$203K Sell
6,169
-3,273
-35% -$102K 0.36% 59
2015
Q2 		$278K Sell
9,442
-687
-7% -$21.5K 0.21% 94
2015
Q1 		$318K Sell
10,129
-1,986
-16% -$63.8K 0.24% 95
2014
Q4 		$410K Buy
12,115
+3,048
+34% +$99.6K 0.29% 81
2014
Q3 		$277K Buy
9,067
+2,046
+29% +$64K 0.22% 105
2014
Q2 		$232K Sell
7,021
-3,166
-31% -$99.8K 0.26% 103
2014
Q1 		$314K Sell
10,187
-2,811
-22% -$81.6K 0.27% 105
2013
Q4 		$364K Buy
12,998
+1,905
+17% +$53.7K 0.3% 104
2013
Q3 		$314K Buy
+11,093
New +$318K 0.37% 91

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

WESPAC Advisors's PPL Position: Q4 2016 in Review

WESPAC Advisors sold out of PPL Corp (PPL) in Q4 2016, closing a stake of 8,882 shares — an estimated $307K sold.

WESPAC Advisors first reported a position in PPL in Q3 2013 and held it in 13 quarters. The position peaked at $410K in Q4 2014. 759 funds tracked by Wall St. Rank hold PPL as of Q4 2016.

  • WESPAC Advisors reported no remaining PPL Corp position as of Q4 2016 after selling out during the quarter.
  • WESPAC Advisors sold 8,882 PPL Corp shares in Q4 2016, an estimated $307K.
  • WESPAC Advisors first reported a position in PPL Corp in Q3 2013 and held it in 13 quarters.
  • WESPAC Advisors's PPL Corp position peaked at $410K in Q4 2014.
  • 759 funds tracked by Wall St. Rank held PPL Corp as of Q4 2016.

Based on WESPAC Advisors's 13F filing for Q4 2016, filed 1 Feb 2017.