YWP
PPL

YorkBridge Wealth Partners’s PPL Corp PPL Stock Holding History

YorkBridge Wealth Partners’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
Q4 		– Sell
-400
Closed -$15K – 899
2017
Q3 		$15K Hold
400
– – 0.01% 590
2017
Q2 		$15K Hold
400
– – 0.01% 576
2017
Q1 		$15K Hold
400
– – 0.01% 568
2016
Q4 		$13K Buy
+400
New +$13.4K 0.01% 536

Other funds holding PPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

YorkBridge Wealth Partners's PPL Position: Q4 2017 in Review

YorkBridge Wealth Partners sold out of PPL Corp (PPL) in Q4 2017, closing a stake of 400 shares — an estimated $15K sold.

YorkBridge Wealth Partners first reported a position in PPL in Q4 2016 and held it in 4 quarters. The position peaked at $15K in Q3 2017. 824 funds tracked by Wall St. Rank hold PPL as of Q4 2017.

  • YorkBridge Wealth Partners reported no remaining PPL Corp position as of Q4 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 400 PPL Corp shares in Q4 2017, an estimated $15K.
  • YorkBridge Wealth Partners first reported a position in PPL Corp in Q4 2016 and held it in 4 quarters.
  • YorkBridge Wealth Partners's PPL Corp position peaked at $15K in Q3 2017.
  • 824 funds tracked by Wall St. Rank held PPL Corp as of Q4 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2017, filed 12 Feb 2018.