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Apriem Advisors’s Public Service Enterprise Group PEG Stock Holding History

Apriem 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
2016
Q3 		– Sell
-100
Closed -$5K – 629
2016
Q2 		$5K Hold
100
– – ﹤0.01% 466
2016
Q1 		$5K Hold
100
– – ﹤0.01% 441
2015
Q4 		$4K Hold
100
– – ﹤0.01% 455
2015
Q3 		$4K Hold
100
– – ﹤0.01% 433
2015
Q2 		$4K Sell
100
-100
-50% -$4.15K ﹤0.01% 525
2015
Q1 		$8K Hold
200
– – ﹤0.01% 436
2014
Q4 		$8K Hold
200
– – ﹤0.01% 392
2014
Q3 		$7K Sell
200
-10,000
-98% -$369K ﹤0.01% 414
2014
Q2 		$416K Hold
10,200
– – 0.16% 86
2014
Q1 		$389K Hold
10,200
– – 0.15% 91
2013
Q4 		$327K Hold
10,200
– – 0.13% 86
2013
Q3 		$336K Hold
10,200
– – 0.15% 83
2013
Q2 		$333K Buy
+10,200
New +$349K 0.16% 80

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 $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $86.6B AUM 38.74% 1-Year Est. Return