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Insight Wealth Strategies’s Public Service Enterprise Group PEG Stock Holding History

Insight Wealth Strategies’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
Q3 		– Sell
-7,804
Closed -$459K – 195
2019
Q2 		$459K Buy
7,804
+128
+2% +$7.63K 0.11% 109
2019
Q1 		$456K Buy
7,676
+162
+2% +$9.06K 0.13% 99
2018
Q4 		$391K Buy
+7,514
New +$404K 0.12% 100

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Insight Wealth Strategies's PEG Position: Q3 2019 in Review

Insight Wealth Strategies sold out of Public Service Enterprise Group (PEG) in Q3 2019, closing a stake of 7,804 shares — an estimated $459K sold.

Insight Wealth Strategies first reported a position in PEG in Q4 2018 and held it in 3 quarters. The position peaked at $459K in Q2 2019. 807 funds tracked by Wall St. Rank hold PEG as of Q3 2019.

  • Insight Wealth Strategies reported no remaining Public Service Enterprise Group position as of Q3 2019 after selling out during the quarter.
  • Insight Wealth Strategies sold 7,804 Public Service Enterprise Group shares in Q3 2019, an estimated $459K.
  • Insight Wealth Strategies first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 3 quarters.
  • Insight Wealth Strategies's Public Service Enterprise Group position peaked at $459K in Q2 2019.
  • 807 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2019.

Based on Insight Wealth Strategies's 13F filing for Q3 2019, filed 6 Nov 2019.