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Advisory Research’s Public Service Enterprise Group PEG Stock Holding History

Advisory Research’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
2014
Q2 		– Sell
-1,878
Closed -$72K – 583
2014
Q1 		$72K Buy
+1,878
New +$64.8K ﹤0.01% 428

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Advisory Research's PEG Position: Q2 2014 in Review

Advisory Research sold out of Public Service Enterprise Group (PEG) in Q2 2014, closing a stake of 1,878 shares — an estimated $72K sold.

Advisory Research first reported a position in PEG in Q1 2014 and held it in 1 quarter. The position peaked at $72K in Q1 2014. 608 funds tracked by Wall St. Rank hold PEG as of Q2 2014.

  • Advisory Research reported no remaining Public Service Enterprise Group position as of Q2 2014 after selling out during the quarter.
  • Advisory Research sold 1,878 Public Service Enterprise Group shares in Q2 2014, an estimated $72K.
  • Advisory Research first reported a position in Public Service Enterprise Group in Q1 2014 and held it in 1 quarter.
  • Advisory Research's Public Service Enterprise Group position peaked at $72K in Q1 2014.
  • 608 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.