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

Executive 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
-781
Closed -$46K – 587
2019
Q2 		$46K Buy
781
+452
+137% +$26.9K 0.01% 309
2019
Q1 		$20K Hold
329
– – ﹤0.01% 424
2018
Q4 		$17K Buy
+329
New +$17.7K ﹤0.01% 462

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Executive Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2019, closing a stake of 781 shares — an estimated $46K sold.

Executive Wealth Management first reported a position in PEG in Q4 2018 and held it in 3 quarters. The position peaked at $46K in Q2 2019. 807 funds tracked by Wall St. Rank hold PEG as of Q3 2019.

  • Executive Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 781 Public Service Enterprise Group shares in Q3 2019, an estimated $46K.
  • Executive Wealth Management first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Public Service Enterprise Group position peaked at $46K in Q2 2019.
  • 807 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.