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

Catamount 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
2019 Q1	$178K	Buy	3,000 +725	+32%	+$40.5K	0.1%	52
2018 Q4	$124K	Hold	2,275	–	–	0.08%	47
2018 Q3	$120K	Hold	2,275	–	–	0.06%	57
2018 Q2	$117K	Buy	2,275 +100	+5%	+$5.14K	0.06%	52
2018 Q1	$109K	Hold	2,175	–	–	0.06%	55
2017 Q4	$112K	Hold	2,175	–	–	0.06%	52
2017 Q3	$101K	Hold	2,175	–	–	0.06%	49
2017 Q2	$94K	Hold	2,175	–	–	0.06%	59
2017 Q1	$96K	Hold	2,175	–	–	0.07%	56
2016 Q4	$95K	Hold	2,175	–	–	0.08%	50
2016 Q3	$89K	Buy	+2,175	New	+$95.8K	0.08%	51

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Catamount Wealth Management's PEG Position: Q1 2019 in Review

Catamount Wealth Management increased its Public Service Enterprise Group (PEG) stake by 32% in Q1 2019, buying an estimated $40.5K and bringing the position to 3,000 shares worth $178K. The position accounts for 0.1% of the portfolio, ranked #52.

Catamount Wealth Management first reported a position in PEG in Q3 2016 and has held it in 11 quarters since. 843 funds tracked by Wall St. Rank hold PEG as of Q1 2019.

Catamount Wealth Management held 3,000 shares of Public Service Enterprise Group worth $178K as of Q1 2019.
Catamount Wealth Management bought 725 Public Service Enterprise Group shares in Q1 2019, an estimated $40.5K.
Public Service Enterprise Group made up 0.1% of Catamount Wealth Management's portfolio in Q1 2019, its #52 holding.
Catamount Wealth Management first reported a position in Public Service Enterprise Group in Q3 2016 and has held it in 11 quarters since.
843 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2019.

Based on Catamount Wealth Management's 13F filing for Q1 2019, filed 3 May 2019.