WAS
PPL

Winch Advisory Services’s PPL Corp PPL Stock Holding History

Winch Advisory Services’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
2015
Q4 		– Sell
-5,533
Closed -$182K – 278
2015
Q3 		$182K Buy
+5,533
New +$173K 0.27% 34

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
EIP
Epoch Investment Partners New York $17.6B AUM 34.17% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Winch Advisory Services's PPL Position: Q4 2015 in Review

Winch Advisory Services sold out of PPL Corp (PPL) in Q4 2015, closing a stake of 5,533 shares — an estimated $182K sold.

Winch Advisory Services first reported a position in PPL in Q3 2015 and held it in 1 quarter. The position peaked at $182K in Q3 2015. 706 funds tracked by Wall St. Rank hold PPL as of Q4 2015.

  • Winch Advisory Services reported no remaining PPL Corp position as of Q4 2015 after selling out during the quarter.
  • Winch Advisory Services sold 5,533 PPL Corp shares in Q4 2015, an estimated $182K.
  • Winch Advisory Services first reported a position in PPL Corp in Q3 2015 and held it in 1 quarter.
  • Winch Advisory Services's PPL Corp position peaked at $182K in Q3 2015.
  • 706 funds tracked by Wall St. Rank held PPL Corp as of Q4 2015.

Based on Winch Advisory Services's 13F filing for Q4 2015, filed 22 Jan 2016.