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

Aris Wealth 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
2015 Q3	$6K	Sell	145 -15,893	-99%	-$648K	0.01%	272
2015 Q2	$630K	Buy	16,038 +715	+5%	+$29.7K	0.58%	69
2015 Q1	$642K	Buy	15,323 +975	+7%	+$40.7K	0.6%	60
2014 Q4	$594K	Buy	14,348 +686	+5%	+$27.6K	0.66%	58
2014 Q3	$509K	Buy	13,662 +1,412	+12%	+$52.2K	0.63%	65
2014 Q2	$500K	Buy	12,250 +534	+5%	+$20.7K	0.65%	59
2014 Q1	$447K	Buy	11,716 +751	+7%	+$25.9K	0.65%	63
2013 Q4	$351K	Buy	10,965 +406	+4%	+$13.4K	0.59%	64
2013 Q3	$348K	Buy	10,559 +834	+9%	+$27.6K	0.64%	58
2013 Q2	$318K	Buy	+9,725	New	+$333K	0.68%	56

Other funds holding PEG

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Aris Wealth Services's PEG Position: Q3 2015 in Review

Aris Wealth Services reduced its Public Service Enterprise Group (PEG) stake by 99% in Q3 2015, selling an estimated $648K and leaving 145 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #272.

Aris Wealth Services first reported a position in PEG in Q2 2013 and has held it in 10 quarters since. The position peaked at $642K in Q1 2015. 669 funds tracked by Wall St. Rank hold PEG as of Q3 2015.

Aris Wealth Services held 145 shares of Public Service Enterprise Group worth $6K as of Q3 2015.
Aris Wealth Services sold 15,893 Public Service Enterprise Group shares in Q3 2015, an estimated $648K.
Public Service Enterprise Group made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #272 holding.
Aris Wealth Services first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 10 quarters since.
Aris Wealth Services's Public Service Enterprise Group position peaked at $642K in Q1 2015.
669 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.