Advocacy Wealth Management Services’s Public Service Enterprise Group PEG Stock Holding History

Advocacy Wealth Management Services’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
2017 Q2	–	Sell	-500	Closed	-$22K	–	296
2017 Q1	$22K	Hold	500	–	–	0.01%	147
2016 Q4	$22K	Sell	500 -400	-44%	-$16.7K	0.01%	138
2016 Q3	$38K	Buy	900 +400	+80%	+$17.6K	0.01%	140
2016 Q2	$23K	Sell	500 -600	-55%	-$27.2K	0.01%	220
2016 Q1	$52K	Hold	1,100	–	–	0.04%	179
2015 Q4	$43K	Buy	+1,100	New	+$44.1K	0.05%	180
2013 Q3	–	Sell	-1,200	Closed	-$39K	–	303
2013 Q2	$39K	Buy	+1,200	New	+$41K	0.16%	99

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Advocacy Wealth Management Services's PEG Position: Q2 2017 in Review

Advocacy Wealth Management Services sold out of Public Service Enterprise Group (PEG) in Q2 2017, closing a stake of 500 shares — an estimated $22K sold.

Advocacy Wealth Management Services first reported a position in PEG in Q2 2013 and held it in 7 quarters. The position peaked at $52K in Q1 2016. 737 funds tracked by Wall St. Rank hold PEG as of Q2 2017.

Advocacy Wealth Management Services reported no remaining Public Service Enterprise Group position as of Q2 2017 after selling out during the quarter.
Advocacy Wealth Management Services sold 500 Public Service Enterprise Group shares in Q2 2017, an estimated $22K.
Advocacy Wealth Management Services first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 7 quarters.
Advocacy Wealth Management Services's Public Service Enterprise Group position peaked at $52K in Q1 2016.
737 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2017.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2017, filed 18 Jul 2017.