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

Jackson 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 Q1	–	Sell	-13,050	Closed	-$800K	–	149
2019 Q4	$800K	Buy	13,050 +690	+6%	+$41.8K	0.13%	120
2019 Q3	$760K	Buy	12,360 +1,314	+12%	+$78.5K	0.16%	103
2019 Q2	$658K	Buy	11,046 +875	+9%	+$52.1K	0.14%	87
2019 Q1	$604K	Buy	+10,171	New	+$569K	0.15%	81
2018 Q1	–	Sell	-14,154	Closed	-$702K	–	98
2017 Q4	$702K	Sell	14,154 -153	-1%	-$7.71K	0.18%	85
2017 Q3	$690K	Buy	14,307 +3,475	+32%	+$157K	0.19%	76
2017 Q2	$490K	Buy	+10,832	New	+$479K	0.16%	73
2015 Q4	–	Sell	-44,853	Closed	-$1.89M	–	102
2015 Q3	$1.89M	Sell	44,853 -3,053	-6%	-$125K	0.68%	41
2015 Q2	$1.88M	Sell	47,906 -3,127	-6%	-$130K	0.64%	40
2015 Q1	$2.14M	Sell	51,033 -3,076	-6%	-$128K	0.69%	38
2014 Q4	$2.24M	Buy	+54,109	New	+$2.18M	0.73%	38

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Jackson Wealth Management's PEG Position: Q1 2020 in Review

Jackson Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2020, closing a stake of 13,050 shares — an estimated $800K sold.

Jackson Wealth Management first reported a position in PEG in Q4 2014 and held it in 11 quarters. The position peaked at $2.24M in Q4 2014. 815 funds tracked by Wall St. Rank hold PEG as of Q1 2020.

Jackson Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2020 after selling out during the quarter.
Jackson Wealth Management sold 13,050 Public Service Enterprise Group shares in Q1 2020, an estimated $800K.
Jackson Wealth Management first reported a position in Public Service Enterprise Group in Q4 2014 and held it in 11 quarters.
Jackson Wealth Management's Public Service Enterprise Group position peaked at $2.24M in Q4 2014.
815 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2020.

Based on Jackson Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.