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Jackson Grant Investment Advisers’s Public Service Enterprise Group PEG Stock Holding History

Jackson Grant Investment Advisers’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
Q4 		– Sell
-804
Closed -$37K – 217
2017
Q3 		$37K Hold
804
– – 0.03% 160
2017
Q2 		$35K Buy
804
+8
+1% +$354 0.03% 145
2017
Q1 		$35K Hold
796
– – 0.03% 138
2016
Q4 		$35K Hold
796
– – 0.03% 137
2016
Q3 		$33K Buy
+796
New +$35.1K 0.03% 133

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Jackson Grant Investment Advisers's PEG Position: Q4 2017 in Review

Jackson Grant Investment Advisers sold out of Public Service Enterprise Group (PEG) in Q4 2017, closing a stake of 804 shares — an estimated $37K sold.

Jackson Grant Investment Advisers first reported a position in PEG in Q3 2016 and held it in 5 quarters. The position peaked at $37K in Q3 2017. 782 funds tracked by Wall St. Rank hold PEG as of Q4 2017.

  • Jackson Grant Investment Advisers reported no remaining Public Service Enterprise Group position as of Q4 2017 after selling out during the quarter.
  • Jackson Grant Investment Advisers sold 804 Public Service Enterprise Group shares in Q4 2017, an estimated $37K.
  • Jackson Grant Investment Advisers first reported a position in Public Service Enterprise Group in Q3 2016 and held it in 5 quarters.
  • Jackson Grant Investment Advisers's Public Service Enterprise Group position peaked at $37K in Q3 2017.
  • 782 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2017.

Based on Jackson Grant Investment Advisers's 13F filing for Q4 2017, filed 1 Feb 2018.