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Newfound Research’s Public Service Enterprise Group PEG Stock Holding History

Newfound Research’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 		– Sell
-12
Closed -$1K – 183
2018
Q3 		$1K Hold
12
– – ﹤0.01% 157
2018
Q2 		$1K Hold
12
– – ﹤0.01% 145
2018
Q1 		$1K Buy
+12
New +$589 ﹤0.01% 140

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Newfound Research's PEG Position: Q4 2018 in Review

Newfound Research sold out of Public Service Enterprise Group (PEG) in Q4 2018, closing a stake of 12 shares — an estimated $1K sold.

Newfound Research first reported a position in PEG in Q1 2018 and held it in 3 quarters. The position peaked at $1K in Q3 2018. 824 funds tracked by Wall St. Rank hold PEG as of Q4 2018.

  • Newfound Research reported no remaining Public Service Enterprise Group position as of Q4 2018 after selling out during the quarter.
  • Newfound Research sold 12 Public Service Enterprise Group shares in Q4 2018, an estimated $1K.
  • Newfound Research first reported a position in Public Service Enterprise Group in Q1 2018 and held it in 3 quarters.
  • Newfound Research's Public Service Enterprise Group position peaked at $1K in Q3 2018.
  • 824 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2018.

Based on Newfound Research's 13F filing for Q4 2018, filed 25 Jan 2019.