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

Cypress 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
2017 Q2	–	Sell	-7,246	Closed	-$321K	–	151
2017 Q1	$321K	Sell	7,246 -166	-2%	-$7.33K	0.15%	136
2016 Q4	$325K	Buy	7,412 +250	+3%	+$10.4K	0.15%	124
2016 Q3	$300K	Buy	7,162 +107	+2%	+$4.71K	0.14%	136
2016 Q2	$329K	Sell	7,055 -3,043	-30%	-$138K	0.16%	121
2016 Q1	$476K	Buy	10,098 +3,043	+43%	+$129K	0.22%	99
2015 Q4	$273K	Buy	7,055 +1,093	+18%	+$43.8K	0.14%	136
2015 Q3	$251K	Buy	+5,962	New	+$243K	0.14%	148

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Cypress Wealth Advisors's PEG Position: Q2 2017 in Review

Cypress Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2017, closing a stake of 7,246 shares — an estimated $321K sold.

Cypress Wealth Advisors first reported a position in PEG in Q3 2015 and held it in 7 quarters. The position peaked at $476K in Q1 2016. 737 funds tracked by Wall St. Rank hold PEG as of Q2 2017.

Cypress Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 7,246 Public Service Enterprise Group shares in Q2 2017, an estimated $321K.
Cypress Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2015 and held it in 7 quarters.
Cypress Wealth Advisors's Public Service Enterprise Group position peaked at $476K in Q1 2016.
737 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2017.

Based on Cypress Wealth Advisors's 13F filing for Q2 2017, filed 16 Aug 2017.