WCA
PPL

Westover Capital Advisors’s PPL Corp PPL Stock Holding History

Westover Capital 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
2019
Q2 		– Sell
-23,001
Closed -$730K – 149
2019
Q1 		$730K Sell
23,001
-1,066
-4% -$33.1K 0.38% 62
2018
Q4 		$682K Buy
+24,067
New +$731K 0.43% 59
2017
Q1 		– Sell
-15,776
Closed -$537K – 110
2016
Q4 		$537K Buy
15,776
+2,990
+23% +$100K 0.38% 64
2016
Q3 		$442K Sell
12,786
-3,400
-21% -$122K 0.33% 71
2016
Q2 		$611K Sell
16,186
-610
-4% -$23.2K 0.5% 55
2016
Q1 		$639K Hold
16,796
– – 0.54% 53
2015
Q4 		$573K Sell
16,796
-350
-2% -$11.8K 0.48% 54
2015
Q3 		$564K Hold
17,146
– – 0.49% 56
2015
Q2 		$505K Sell
17,146
-1,541
-8% -$48.2K 0.4% 62
2015
Q1 		$586K Buy
18,687
+278
+2% +$8.93K 0.47% 61
2014
Q4 		$623K Hold
18,409
– – 0.53% 58
2014
Q3 		$563K Buy
18,409
+537
+3% +$16.8K 0.46% 64
2014
Q2 		$591K Sell
17,872
-848
-5% -$26.7K 0.5% 59
2014
Q1 		$578K Buy
18,720
+7,742
+71% +$225K 0.54% 54
2013
Q4 		$308K Hold
10,978
– – 0.29% 65
2013
Q3 		$311K Hold
10,978
– – 0.32% 62
2013
Q2 		$309K Buy
+10,978
New +$317K 0.3% 61

Other funds holding PPL

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Westover Capital Advisors's PPL Position: Q2 2019 in Review

Westover Capital Advisors sold out of PPL Corp (PPL) in Q2 2019, closing a stake of 23,001 shares — an estimated $730K sold.

Westover Capital Advisors first reported a position in PPL in Q2 2013 and held it in 17 quarters. The position peaked at $730K in Q1 2019. 793 funds tracked by Wall St. Rank hold PPL as of Q2 2019.

  • Westover Capital Advisors reported no remaining PPL Corp position as of Q2 2019 after selling out during the quarter.
  • Westover Capital Advisors sold 23,001 PPL Corp shares in Q2 2019, an estimated $730K.
  • Westover Capital Advisors first reported a position in PPL Corp in Q2 2013 and held it in 17 quarters.
  • Westover Capital Advisors's PPL Corp position peaked at $730K in Q1 2019.
  • 793 funds tracked by Wall St. Rank held PPL Corp as of Q2 2019.

Based on Westover Capital Advisors's 13F filing for Q2 2019, filed 13 Aug 2019.