AEPG
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American Economic Planning Group’s Public Service Enterprise Group PEG Stock Holding History

American Economic Planning Group’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
2019
Q3 		$812K Sell
13,037
-2
-0% -$119 0.22% 44
2019
Q2 		$767K Buy
13,039
+7
+0.1% +$417 0.23% 43
2019
Q1 		$774K Buy
13,032
+10
+0.1% +$559 0.24% 41
2018
Q4 		$678K Buy
13,022
+13
+0.1% +$700 0.22% 42
2018
Q3 		$687K Buy
13,009
+13
+0.1% +$679 0.24% 32
2018
Q2 		$704K Sell
12,996
-661
-5% -$34K 0.26% 32
2018
Q1 		$686K Sell
13,657
-70
-0.5% -$3.44K 0.25% 38
2017
Q4 		$707K Buy
13,727
+78
+0.6% +$3.93K 0.26% 34
2017
Q3 		$631K Buy
13,649
+83
+0.6% +$3.76K 0.24% 33
2017
Q2 		$583K Buy
13,566
+80
+0.6% +$3.54K 0.23% 34
2017
Q1 		$598K Buy
13,486
+77
+0.6% +$3.4K 0.24% 31
2016
Q4 		$588K Buy
13,409
+5,327
+66% +$222K 0.25% 27
2016
Q3 		$338K Buy
8,082
+69
+0.9% +$3.04K 0.14% 36
2016
Q2 		$373K Buy
8,013
+68
+0.9% +$3.09K 0.15% 32
2016
Q1 		$375K Buy
7,945
+79
+1% +$3.36K 0.15% 32
2015
Q4 		$304K Buy
7,866
+221
+3% +$8.86K 0.12% 40
2015
Q3 		$322K Sell
7,645
-27
-0.4% -$1.1K 0.14% 29
2015
Q2 		$301K Buy
7,672
+70
+0.9% +$2.9K 0.12% 33
2015
Q1 		$319K Buy
7,602
+66
+0.9% +$2.76K 0.12% 31
2014
Q4 		$312K Buy
7,536
+73
+1% +$2.94K 0.12% 29
2014
Q3 		$278K Sell
7,463
-1,354
-15% -$50K 0.11% 28
2014
Q2 		$360K Buy
8,817
+220
+3% +$8.54K 0.13% 27
2014
Q1 		$328K Buy
8,597
+80
+0.9% +$2.76K 0.13% 22
2013
Q4 		$273K Buy
+8,517
New +$282K 0.1% 26

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

American Economic Planning Group's PEG Position: Q3 2019 in Review

American Economic Planning Group reduced its Public Service Enterprise Group (PEG) stake by 0.02% in Q3 2019, selling an estimated $119 and leaving 13,037 shares worth $812K. The position accounts for 0.22% of the portfolio, ranked #44.

American Economic Planning Group first reported a position in PEG in Q4 2013 and has held it in 24 quarters since. 808 funds tracked by Wall St. Rank hold PEG as of Q3 2019.

  • American Economic Planning Group held 13,037 shares of Public Service Enterprise Group worth $812K as of Q3 2019.
  • American Economic Planning Group sold 2 Public Service Enterprise Group shares in Q3 2019, an estimated $119.
  • Public Service Enterprise Group made up 0.22% of American Economic Planning Group's portfolio in Q3 2019, its #44 holding.
  • American Economic Planning Group first reported a position in Public Service Enterprise Group in Q4 2013 and has held it in 24 quarters since.
  • 808 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.