EWF
PEG icon

Epstein & White Financial’s Public Service Enterprise Group PEG Stock Holding History

Epstein & White Financial’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
-5,004
Closed -$275K – 103
2018
Q2 		$275K Sell
5,004
-369
-7% -$19K 0.2% 80
2018
Q1 		$282K Buy
5,373
+487
+10% +$23.9K 0.18% 86
2017
Q4 		$261K Buy
+4,886
New +$246K 0.15% 90

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Epstein & White Financial's PEG Position: Q3 2018 in Review

Epstein & White Financial sold out of Public Service Enterprise Group (PEG) in Q3 2018, closing a stake of 5,004 shares — an estimated $275K sold.

Epstein & White Financial first reported a position in PEG in Q4 2017 and held it in 3 quarters. The position peaked at $282K in Q1 2018. 806 funds tracked by Wall St. Rank hold PEG as of Q3 2018.

  • Epstein & White Financial reported no remaining Public Service Enterprise Group position as of Q3 2018 after selling out during the quarter.
  • Epstein & White Financial sold 5,004 Public Service Enterprise Group shares in Q3 2018, an estimated $275K.
  • Epstein & White Financial first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 3 quarters.
  • Epstein & White Financial's Public Service Enterprise Group position peaked at $282K in Q1 2018.
  • 806 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2018.

Based on Epstein & White Financial's 13F filing for Q3 2018, filed 13 Nov 2018.