WCM
PPL

Windsor Capital Management’s PPL Corp PPL Stock Holding History

Windsor Capital Management’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
2016
Q4 		– Sell
-15,585
Closed -$538K – 115
2016
Q3 		$538K Buy
+15,585
New +$561K 0.29% 72
2013
Q4 		– Sell
-2,212
Closed -$62.4K – 407
2013
Q3 		$63K Hold
2,212
– – 0.04% 153
2013
Q2 		$62K Buy
+2,212
New +$63.9K 0.04% 146

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 $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Windsor Capital Management's PPL Position: Q4 2016 in Review

Windsor Capital Management sold out of PPL Corp (PPL) in Q4 2016, closing a stake of 15,585 shares — an estimated $538K sold.

Windsor Capital Management first reported a position in PPL in Q2 2013 and held it in 3 quarters. The position peaked at $538K in Q3 2016. 759 funds tracked by Wall St. Rank hold PPL as of Q4 2016.

  • Windsor Capital Management reported no remaining PPL Corp position as of Q4 2016 after selling out during the quarter.
  • Windsor Capital Management sold 15,585 PPL Corp shares in Q4 2016, an estimated $538K.
  • Windsor Capital Management first reported a position in PPL Corp in Q2 2013 and held it in 3 quarters.
  • Windsor Capital Management's PPL Corp position peaked at $538K in Q3 2016.
  • 759 funds tracked by Wall St. Rank held PPL Corp as of Q4 2016.

Based on Windsor Capital Management's 13F filing for Q4 2016, filed 10 Feb 2017.