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Independent Portfolio Consultants’s Public Service Enterprise Group PEG Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$188K Buy
4,367
+2,382
+120% +$105K 0.08% 300
2017
Q1 		$88K Sell
1,985
-57
-3% -$2.52K 0.03% 472
2016
Q4 		$90K Buy
2,042
+1,140
+126% +$47.5K 0.03% 463
2016
Q3 		$38K Sell
902
-140
-13% -$6.17K 0.01% 590
2016
Q2 		$49K Sell
1,042
-1,100
-51% -$49.9K 0.02% 551
2016
Q1 		$101K Sell
2,142
-460
-18% -$19.5K 0.03% 470
2015
Q4 		$101K Buy
2,602
+385
+17% +$15.4K 0.03% 468
2015
Q3 		$93K Buy
2,217
+655
+42% +$26.7K 0.02% 470
2015
Q2 		$61K Buy
1,562
+857
+122% +$35.6K 0.01% 596
2015
Q1 		$30K Buy
705
+372
+112% +$15.5K 0.01% 657
2014
Q4 		$14K Buy
333
+57
+21% +$2.29K ﹤0.01% 681
2014
Q3 		$10K Buy
+276
New +$10.2K ﹤0.01% 744

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Portfolio Consultants's PEG Position: Q2 2017 in Review

Independent Portfolio Consultants increased its Public Service Enterprise Group (PEG) stake by 120% in Q2 2017, buying an estimated $105K and bringing the position to 4,367 shares worth $188K. The position accounts for 0.08% of the portfolio, ranked #300.

Independent Portfolio Consultants first reported a position in PEG in Q3 2014 and has held it in 12 quarters since. 737 funds tracked by Wall St. Rank hold PEG as of Q2 2017.

  • Independent Portfolio Consultants held 4,367 shares of Public Service Enterprise Group worth $188K as of Q2 2017.
  • Independent Portfolio Consultants bought 2,382 Public Service Enterprise Group shares in Q2 2017, an estimated $105K.
  • Public Service Enterprise Group made up 0.08% of Independent Portfolio Consultants's portfolio in Q2 2017, its #300 holding.
  • Independent Portfolio Consultants first reported a position in Public Service Enterprise Group in Q3 2014 and has held it in 12 quarters since.
  • 737 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.