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

Doyle 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
Q3 		– Sell
-1,415
Closed -$83K – 591
2019
Q2 		$83K Buy
+1,415
New +$84.3K 0.01% 287
2019
Q1 		– Sell
-1,398
Closed -$73K – 573
2018
Q4 		$73K Buy
+1,398
New +$75.3K 0.01% 300

Other funds holding PEG

BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Doyle Wealth Management's PEG Position: Q3 2019 in Review

Doyle Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2019, closing a stake of 1,415 shares — an estimated $83K sold.

Doyle Wealth Management first reported a position in PEG in Q4 2018 and held it in 2 quarters. The position peaked at $83K in Q2 2019. 808 funds tracked by Wall St. Rank hold PEG as of Q3 2019.

  • Doyle Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,415 Public Service Enterprise Group shares in Q3 2019, an estimated $83K.
  • Doyle Wealth Management first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Public Service Enterprise Group position peaked at $83K in Q2 2019.
  • 808 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.