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

Biltmore Wealth Management’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
2018
Q3 		– Sell
-3,774
Closed -$204K – 46
2018
Q2 		$204K Buy
+3,774
New +$194K 0.18% 37

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JP Morgan Chase
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Capital International Investors
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Geode Capital Management
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Nordea Investment Management
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Biltmore Wealth Management's PEG Position: Q3 2018 in Review

Biltmore Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2018, closing a stake of 3,774 shares — an estimated $204K sold.

Biltmore Wealth Management first reported a position in PEG in Q2 2018 and held it in 1 quarter. The position peaked at $204K in Q2 2018. 806 funds tracked by Wall St. Rank hold PEG as of Q3 2018.

  • Biltmore Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2018 after selling out during the quarter.
  • Biltmore Wealth Management sold 3,774 Public Service Enterprise Group shares in Q3 2018, an estimated $204K.
  • Biltmore Wealth Management first reported a position in Public Service Enterprise Group in Q2 2018 and held it in 1 quarter.
  • Biltmore Wealth Management's Public Service Enterprise Group position peaked at $204K in Q2 2018.
  • 806 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2018.

Based on Biltmore Wealth Management's 13F filing for Q3 2018, filed 10 Oct 2018.