CWA
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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
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return