WFG Advisors’s PPL Corp PPL Stock Holding History

WFG 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
2017 Q2	$41K	Buy	1,057 +644	+156%	+$24.9K	0.01%	747
2017 Q1	$15K	Hold	413	–	–	﹤0.01%	967
2016 Q4	$14K	Buy	413 +5	+1%	+$168	﹤0.01%	1028
2016 Q3	$14K	Buy	408 +4	+1%	+$144	﹤0.01%	1037
2016 Q2	$15K	Buy	404 +400	+10,000%	+$15.2K	﹤0.01%	983
2016 Q1	$0	Sell	4 -177	-98%	-$6.29K	﹤0.01%	1643
2015 Q4	$6K	Buy	181 +2	+1%	+$67	﹤0.01%	1191
2015 Q3	$6K	Buy	179 +2	+1%	+$63	﹤0.01%	1223
2015 Q2	$5K	Sell	177 -440	-71%	-$13.8K	﹤0.01%	1353
2015 Q1	$19K	Sell	617 -4,574	-88%	-$147K	0.01%	1009
2014 Q4	$176K	Sell	5,191 -868	-14%	-$28.4K	0.04%	468
2014 Q3	$185K	Buy	6,059 +5	+0.1%	+$156	0.04%	471
2014 Q2	$200K	Buy	6,054 +2	+0%	+$63	0.04%	447
2014 Q1	$187K	Sell	6,052 -36,595	-86%	-$1.06M	0.04%	450
2013 Q4	$1.2M	Sell	42,647 -12,665	-23%	-$357K	0.17%	140
2013 Q3	$1.56M	Sell	55,312 -3,249	-6%	-$93.2K	0.24%	96
2013 Q2	$1.65M	Buy	+58,561	New	+$1.69M	0.27%	86

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WFG Advisors's PPL Position: Q2 2017 in Review

WFG Advisors increased its PPL Corp (PPL) stake by 156% in Q2 2017, buying an estimated $24.9K and bringing the position to 1,057 shares worth $41K. The position accounts for 0.01% of the portfolio, ranked #747.

WFG Advisors first reported a position in PPL in Q2 2013 and has held it in 17 quarters since. The position peaked at $1.65M in Q2 2013. 777 funds tracked by Wall St. Rank hold PPL as of Q2 2017.

WFG Advisors held 1,057 shares of PPL Corp worth $41K as of Q2 2017.
WFG Advisors bought 644 PPL Corp shares in Q2 2017, an estimated $24.9K.
PPL Corp made up 0.01% of WFG Advisors's portfolio in Q2 2017, its #747 holding.
WFG Advisors first reported a position in PPL Corp in Q2 2013 and has held it in 17 quarters since.
WFG Advisors's PPL Corp position peaked at $1.65M in Q2 2013.
777 funds tracked by Wall St. Rank held PPL Corp as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.