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Bellecapital’s Public Service Enterprise Group PEG Stock Holding History

Bellecapital’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
2020
Q2 		– Sell
-8,967
Closed -$403K – 172
2020
Q1 		$403K Buy
8,967
+705
+9% +$38.1K 0.26% 79
2019
Q4 		$488K Buy
8,262
+1,044
+14% +$63.3K 0.25% 82
2019
Q3 		$448K Buy
7,218
+125
+2% +$7.46K 0.27% 76
2019
Q2 		$417K Buy
+7,093
New +$423K 0.26% 80

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bellecapital's PEG Position: Q2 2020 in Review

Bellecapital sold out of Public Service Enterprise Group (PEG) in Q2 2020, closing a stake of 8,967 shares — an estimated $403K sold.

Bellecapital first reported a position in PEG in Q2 2019 and held it in 4 quarters. The position peaked at $488K in Q4 2019. 819 funds tracked by Wall St. Rank hold PEG as of Q2 2020.

  • Bellecapital reported no remaining Public Service Enterprise Group position as of Q2 2020 after selling out during the quarter.
  • Bellecapital sold 8,967 Public Service Enterprise Group shares in Q2 2020, an estimated $403K.
  • Bellecapital first reported a position in Public Service Enterprise Group in Q2 2019 and held it in 4 quarters.
  • Bellecapital's Public Service Enterprise Group position peaked at $488K in Q4 2019.
  • 819 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2020.

Based on Bellecapital's 13F filing for Q2 2020, filed 16 Jul 2020.