Fusion Family Wealth’s Public Service Enterprise Group PEG Stock Holding History

Fusion Family Wealth’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 Q1	–	Sell	-375	Closed	-$20K	–	222
2018 Q4	$20K	Hold	375	–	–	0.01%	156
2018 Q3	$20K	Hold	375	–	–	0.01%	169
2018 Q2	$20K	Hold	375	–	–	0.01%	187
2018 Q1	$19K	Hold	375	–	–	0.01%	174
2017 Q4	$19K	Buy	+375	New	+$18.9K	﹤0.01%	182
2017 Q3	–	Sell	-375	Closed	-$16K	–	278
2017 Q2	$16K	Hold	375	–	–	0.01%	180
2017 Q1	$17K	Buy	+375	New	+$16.6K	0.01%	179

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fusion Family Wealth's PEG Position: Q1 2019 in Review

Fusion Family Wealth sold out of Public Service Enterprise Group (PEG) in Q1 2019, closing a stake of 375 shares — an estimated $20K sold.

Fusion Family Wealth first reported a position in PEG in Q1 2017 and held it in 7 quarters. The position peaked at $20K in Q4 2018. 843 funds tracked by Wall St. Rank hold PEG as of Q1 2019.

Fusion Family Wealth reported no remaining Public Service Enterprise Group position as of Q1 2019 after selling out during the quarter.
Fusion Family Wealth sold 375 Public Service Enterprise Group shares in Q1 2019, an estimated $20K.
Fusion Family Wealth first reported a position in Public Service Enterprise Group in Q1 2017 and held it in 7 quarters.
Fusion Family Wealth's Public Service Enterprise Group position peaked at $20K in Q4 2018.
843 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2019.

Based on Fusion Family Wealth's 13F filing for Q1 2019, filed 10 May 2019.