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

Cornerstone 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
2020 Q3	–	Sell	-4,817	Closed	-$237K	–	409
2020 Q2	$237K	Sell	4,817 -873	-15%	-$43.5K	0.04%	322
2020 Q1	$256K	Buy	+5,690	New	+$307K	0.05%	282
2019 Q3	–	Sell	-3,474	Closed	-$206K	–	366
2019 Q2	$206K	Buy	+3,474	New	+$207K	0.04%	340
2018 Q4	–	Sell	-208,245	Closed	-$4.37M	–	924
2018 Q3	$4.37M	Sell	208,245 -16,546	-7%	-$864K	0.06%	322
2018 Q2	$4.17M	Buy	+224,791	New	+$11.6M	0.05%	357
2018 Q1	–	Sell	-4,792	Closed	-$240K	–	417
2017 Q4	$240K	Buy	4,792 +418	+10%	+$21.1K	0.05%	345
2017 Q3	$208K	Sell	4,374 -336	-7%	-$15.2K	0.04%	360
2017 Q2	$201K	Buy	+4,710	New	+$208K	0.05%	362

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Cornerstone Wealth Management's PEG Position: Q3 2020 in Review

Cornerstone Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2020, closing a stake of 4,817 shares — an estimated $237K sold.

Cornerstone Wealth Management first reported a position in PEG in Q2 2017 and held it in 8 quarters. The position peaked at $4.37M in Q3 2018. 839 funds tracked by Wall St. Rank hold PEG as of Q3 2020.

Cornerstone Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2020 after selling out during the quarter.
Cornerstone Wealth Management sold 4,817 Public Service Enterprise Group shares in Q3 2020, an estimated $237K.
Cornerstone Wealth Management first reported a position in Public Service Enterprise Group in Q2 2017 and held it in 8 quarters.
Cornerstone Wealth Management's Public Service Enterprise Group position peaked at $4.37M in Q3 2018.
839 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2020.

Based on Cornerstone Wealth Management's 13F filing for Q3 2020, filed 13 Oct 2020.