Clear Perspective Advisors’s Public Service Enterprise Group PEG Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-425	Closed	-$23K	–	353
2018 Q2	$23K	Hold	425	–	–	0.02%	304
2018 Q1	$21K	Hold	425	–	–	0.02%	306
2017 Q4	$22K	Sell	425 -20	-4%	-$1.01K	0.02%	288
2017 Q3	$21K	Buy	445 +20	+5%	+$906	0.02%	285
2017 Q2	$18K	Hold	425	–	–	0.02%	295
2017 Q1	$19K	Hold	425	–	–	0.01%	274
2016 Q4	$19K	Buy	+425	New	+$17.7K	0.01%	271

Other funds holding PEG

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Clear Perspective Advisors's PEG Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2018, closing a stake of 425 shares — an estimated $23K sold.

Clear Perspective Advisors first reported a position in PEG in Q4 2016 and held it in 7 quarters. The position peaked at $23K in Q2 2018. 806 funds tracked by Wall St. Rank hold PEG as of Q3 2018.

Clear Perspective Advisors reported no remaining Public Service Enterprise Group position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 425 Public Service Enterprise Group shares in Q3 2018, an estimated $23K.
Clear Perspective Advisors first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Public Service Enterprise Group position peaked at $23K in Q2 2018.
806 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.