HGWM
PEG icon

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

Harvest Group 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
2020
Q2 		– Sell
-368
Closed -$16K – 762
2020
Q1 		$16K Hold
368
– – 0.02% 161
2019
Q4 		$21K Hold
368
– – 0.02% 152
2019
Q3 		$23K Buy
+368
New +$22K 0.03% 147

Other funds holding PEG

BlackRock
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Vanguard Group
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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Harvest Group Wealth Management's PEG Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2020, closing a stake of 368 shares — an estimated $16K sold.

Harvest Group Wealth Management first reported a position in PEG in Q3 2019 and held it in 3 quarters. The position peaked at $23K in Q3 2019. 819 funds tracked by Wall St. Rank hold PEG as of Q2 2020.

  • Harvest Group Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 368 Public Service Enterprise Group shares in Q2 2020, an estimated $16K.
  • Harvest Group Wealth Management first reported a position in Public Service Enterprise Group in Q3 2019 and held it in 3 quarters.
  • Harvest Group Wealth Management's Public Service Enterprise Group position peaked at $23K in Q3 2019.
  • 819 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.