West Oak Capital’s PPL Corp PPL Stock Holding History

West Oak Capital’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 Q1	–	Sell	-500	Closed	-$17K	–	382
2016 Q4	$17K	Hold	500	–	–	0.01%	245
2016 Q3	$17.3K	Buy	+500	New	+$18K	0.01%	253

Other funds holding PPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

West Oak Capital's PPL Position: Q1 2017 in Review

West Oak Capital sold out of PPL Corp (PPL) in Q1 2017, closing a stake of 500 shares — an estimated $17K sold.

West Oak Capital first reported a position in PPL in Q3 2016 and held it in 2 quarters. The position peaked at $17.3K in Q3 2016. 755 funds tracked by Wall St. Rank hold PPL as of Q1 2017.

West Oak Capital reported no remaining PPL Corp position as of Q1 2017 after selling out during the quarter.
West Oak Capital sold 500 PPL Corp shares in Q1 2017, an estimated $17K.
West Oak Capital first reported a position in PPL Corp in Q3 2016 and held it in 2 quarters.
West Oak Capital's PPL Corp position peaked at $17.3K in Q3 2016.
755 funds tracked by Wall St. Rank held PPL Corp as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.