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Westbourne Investment Advisors’s PPL Corp PPL Stock Holding History

Westbourne Investment 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
2018
Q4 		– Sell
-5,220
Closed -$153K – 131
2018
Q3 		$153K Buy
+5,220
New +$153K 0.11% 107

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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Westbourne Investment Advisors's PPL Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of PPL Corp (PPL) in Q4 2018, closing a stake of 5,220 shares — an estimated $153K sold.

Westbourne Investment Advisors first reported a position in PPL in Q3 2018 and held it in 1 quarter. The position peaked at $153K in Q3 2018. 808 funds tracked by Wall St. Rank hold PPL as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining PPL Corp position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 5,220 PPL Corp shares in Q4 2018, an estimated $153K.
  • Westbourne Investment Advisors first reported a position in PPL Corp in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's PPL Corp position peaked at $153K in Q3 2018.
  • 808 funds tracked by Wall St. Rank held PPL Corp as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.