Intercontinental Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Intercontinental Wealth Advisors’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 Q1	–	Sell	-614	Closed	-$36K	–	263
2019 Q4	$36K	Sell	614 -1,289	-68%	-$78.1K	0.03%	202
2019 Q3	$118K	Hold	1,903	–	–	0.07%	160
2019 Q2	$112K	Hold	1,903	–	–	0.06%	158
2019 Q1	$113K	Buy	1,903 +483	+34%	+$27K	0.06%	161
2018 Q4	$74K	Buy	+1,420	New	+$76.4K	0.04%	188

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Intercontinental Wealth Advisors's PEG Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2020, closing a stake of 614 shares — an estimated $36K sold.

Intercontinental Wealth Advisors first reported a position in PEG in Q4 2018 and held it in 5 quarters. The position peaked at $118K in Q3 2019. 815 funds tracked by Wall St. Rank hold PEG as of Q1 2020.

Intercontinental Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2020 after selling out during the quarter.
Intercontinental Wealth Advisors sold 614 Public Service Enterprise Group shares in Q1 2020, an estimated $36K.
Intercontinental Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 5 quarters.
Intercontinental Wealth Advisors's Public Service Enterprise Group position peaked at $118K in Q3 2019.
815 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.