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Gary Goldberg Planning Services’s Public Service Enterprise Group PEG Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$104K Sell
2,507
-3,352
-57% -$135K 0.04% 142
2014
Q3 		$218K Sell
5,859
-33,772
-85% -$1.25M 0.09% 110
2014
Q2 		$1.62M Sell
39,631
-24,667
-38% -$958K 0.71% 37
2014
Q1 		$2.45M Sell
64,298
-20,850
-24% -$720K 1.2% 23
2013
Q4 		$2.73M Sell
85,148
-26,434
-24% -$875K 1.59% 20
2013
Q3 		$3.67M Sell
111,582
-45,347
-29% -$1.5M 2.23% 14
2013
Q2 		$5.13M Buy
+156,929
New +$5.37M 3.27% 9

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Gary Goldberg Planning Services's PEG Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Public Service Enterprise Group (PEG) stake by 57% in Q4 2014, selling an estimated $135K and leaving 2,507 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #142.

Gary Goldberg Planning Services first reported a position in PEG in Q2 2013 and has held it in 7 quarters since. The position peaked at $5.13M in Q2 2013. 670 funds tracked by Wall St. Rank hold PEG as of Q4 2014.

  • Gary Goldberg Planning Services held 2,507 shares of Public Service Enterprise Group worth $104K as of Q4 2014.
  • Gary Goldberg Planning Services sold 3,352 Public Service Enterprise Group shares in Q4 2014, an estimated $135K.
  • Public Service Enterprise Group made up 0.04% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #142 holding.
  • Gary Goldberg Planning Services first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Public Service Enterprise Group position peaked at $5.13M in Q2 2013.
  • 670 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.