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

Lake Point 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
2019
Q1 		– Sell
-286
Closed -$15K – 813
2018
Q4 		$15K Buy
+286
New +$15.4K 0.01% 392

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Lake Point Wealth Management's PEG Position: Q1 2019 in Review

Lake Point Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2019, closing a stake of 286 shares — an estimated $15K sold.

Lake Point Wealth Management first reported a position in PEG in Q4 2018 and held it in 1 quarter. The position peaked at $15K in Q4 2018. 843 funds tracked by Wall St. Rank hold PEG as of Q1 2019.

  • Lake Point Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2019 after selling out during the quarter.
  • Lake Point Wealth Management sold 286 Public Service Enterprise Group shares in Q1 2019, an estimated $15K.
  • Lake Point Wealth Management first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 1 quarter.
  • Lake Point Wealth Management's Public Service Enterprise Group position peaked at $15K in Q4 2018.
  • 843 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.