Kaizen Advisory’s Public Service Enterprise Group PEG Stock Holding History

Kaizen Advisory’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
2018 Q4	$72K	Buy	1,380 +250	+22%	+$13.5K	0.05%	268
2018 Q3	$60K	Hold	1,130	–	–	0.03%	301
2018 Q2	$61K	Buy	1,130 +637	+129%	+$32.7K	0.03%	296
2018 Q1	$25K	Hold	493	–	–	0.02%	292
2017 Q4	$25K	Buy	+493	New	+$24.8K	0.01%	287

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

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

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

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Kaizen Advisory's PEG Position: Q4 2018 in Review

Kaizen Advisory increased its Public Service Enterprise Group (PEG) stake by 22% in Q4 2018, buying an estimated $13.5K and bringing the position to 1,380 shares worth $72K. The position accounts for 0.05% of the portfolio, ranked #268.

Kaizen Advisory first reported a position in PEG in Q4 2017 and has held it in 5 quarters since. 824 funds tracked by Wall St. Rank hold PEG as of Q4 2018.

Kaizen Advisory held 1,380 shares of Public Service Enterprise Group worth $72K as of Q4 2018.
Kaizen Advisory bought 250 Public Service Enterprise Group shares in Q4 2018, an estimated $13.5K.
Public Service Enterprise Group made up 0.05% of Kaizen Advisory's portfolio in Q4 2018, its #268 holding.
Kaizen Advisory first reported a position in Public Service Enterprise Group in Q4 2017 and has held it in 5 quarters since.
824 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.