AWA
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Acorn Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Acorn Wealth Advisors’s Portfolio PEG Stock Details PEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-135
Closed -$7K – 716
2018
Q1 		$7K Hold
135
– – 0.01% 576
2017
Q4 		$7K Buy
+135
New +$6.8K 0.01% 553

Other funds holding PEG

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acorn Wealth Advisors's PEG Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2018, closing a stake of 135 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in PEG in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 801 funds tracked by Wall St. Rank hold PEG as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 135 Public Service Enterprise Group shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Public Service Enterprise Group position peaked at $7K in Q1 2018.
  • 801 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.