Burt Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Burt Wealth 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
2021 Q1	–	Sell	-624	Closed	-$36K	–	280
2020 Q4	$36K	Hold	624	–	–	0.01%	203
2020 Q3	$34K	Hold	624	–	–	0.01%	202
2020 Q2	$31K	Hold	624	–	–	0.01%	205
2020 Q1	$28K	Hold	624	–	–	0.01%	207
2019 Q4	$37K	Hold	624	–	–	0.01%	194
2019 Q3	$39K	Hold	624	–	–	0.02%	187
2019 Q2	$37K	Hold	624	–	–	0.02%	190
2019 Q1	$37K	Hold	624	–	–	0.02%	195
2018 Q4	$32K	Hold	624	–	–	0.02%	199
2018 Q3	$33K	Sell	624 -988	-61%	-$51.6K	0.02%	211
2018 Q2	$87K	Hold	1,612	–	–	0.04%	139
2018 Q1	$81K	Hold	1,612	–	–	0.04%	141
2017 Q4	$83K	Hold	1,612	–	–	0.05%	142
2017 Q3	$75K	Hold	1,612	–	–	0.05%	147
2017 Q2	$69K	Hold	1,612	–	–	0.05%	156
2017 Q1	$71K	Hold	1,612	–	–	0.05%	134
2016 Q4	$71K	Hold	1,612	–	–	0.06%	138
2016 Q3	$67K	Hold	1,612	–	–	0.07%	136
2016 Q2	$75K	Sell	1,612 -26	-2%	-$1.18K	0.08%	127
2016 Q1	$77K	Buy	1,638 +26	+2%	+$1.1K	0.07%	131
2015 Q4	$62K	Buy	1,612 +798	+98%	+$32K	0.05%	134
2015 Q3	$34K	Hold	814	–	–	0.04%	154
2015 Q2	$32K	Hold	814	–	–	0.03%	171
2015 Q1	$34K	Hold	814	–	–	0.03%	158
2014 Q4	$34K	Buy	+814	New	+$32.8K	0.04%	158

Other funds holding PEG

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Burt Wealth Advisors's PEG Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2021, closing a stake of 624 shares — an estimated $36K sold.

Burt Wealth Advisors first reported a position in PEG in Q4 2014 and held it in 25 quarters. The position peaked at $87K in Q2 2018. 872 funds tracked by Wall St. Rank hold PEG as of Q1 2021.

Burt Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 624 Public Service Enterprise Group shares in Q1 2021, an estimated $36K.
Burt Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Public Service Enterprise Group position peaked at $87K in Q2 2018.
872 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.