Bruderman Asset Management’s Public Service Enterprise Group PEG Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-2,557	Closed	-$152K	–	431
2019 Q1	$152K	Sell	2,557 -860	-25%	-$48.1K	0.03%	146
2018 Q4	$178K	Buy	3,417 +3,017	+754%	+$162K	0.05%	129
2018 Q3	$21K	Hold	400	–	–	﹤0.01%	252
2018 Q2	$22K	Hold	400	–	–	0.01%	263
2018 Q1	$20K	Buy	+400	New	+$19.6K	﹤0.01%	273
2017 Q3	–	Sell	-400	Closed	-$17K	–	264
2017 Q2	$17K	Buy	+400	New	+$17.7K	﹤0.01%	279
2017 Q1	–	Sell	-2,400	Closed	-$105K	–	262
2016 Q4	$105K	Hold	2,400	–	–	0.03%	147
2016 Q3	$100K	Sell	2,400 -128	-5%	-$5.64K	0.03%	158
2016 Q2	$118K	Buy	2,528 +128	+5%	+$5.81K	0.04%	147
2016 Q1	$113K	Hold	2,400	–	–	0.04%	141
2015 Q4	$93K	Sell	2,400 -107	-4%	-$4.29K	0.04%	160
2015 Q3	$106K	Hold	2,507	–	–	0.04%	145
2015 Q2	$98K	Hold	2,507	–	–	0.04%	156
2015 Q1	$105K	Buy	+2,507	New	+$105K	0.04%	149

Other funds holding PEG

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bruderman Asset Management's PEG Position: Q2 2019 in Review

Bruderman Asset Management sold out of Public Service Enterprise Group (PEG) in Q2 2019, closing a stake of 2,557 shares — an estimated $152K sold.

Bruderman Asset Management first reported a position in PEG in Q1 2015 and held it in 14 quarters. The position peaked at $178K in Q4 2018. 835 funds tracked by Wall St. Rank hold PEG as of Q2 2019.

Bruderman Asset Management reported no remaining Public Service Enterprise Group position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 2,557 Public Service Enterprise Group shares in Q2 2019, an estimated $152K.
Bruderman Asset Management first reported a position in Public Service Enterprise Group in Q1 2015 and held it in 14 quarters.
Bruderman Asset Management's Public Service Enterprise Group position peaked at $178K in Q4 2018.
835 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.