GWAG
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Garrett Wealth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Garrett Wealth Advisory Group’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
Q4 		– Sell
-15
Closed -$931 – 484
2019
Q3 		$931 Buy
+15
New +$896 ﹤0.01% 725

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Garrett Wealth Advisory Group's PEG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Public Service Enterprise Group (PEG) in Q4 2019, closing a stake of 15 shares — an estimated $931 sold.

Garrett Wealth Advisory Group first reported a position in PEG in Q3 2019 and held it in 1 quarter. The position peaked at $931 in Q3 2019. 876 funds tracked by Wall St. Rank hold PEG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Public Service Enterprise Group position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 15 Public Service Enterprise Group shares in Q4 2019, an estimated $931.
  • Garrett Wealth Advisory Group first reported a position in Public Service Enterprise Group in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Public Service Enterprise Group position peaked at $931 in Q3 2019.
  • 876 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.