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Omnia Family Wealth’s Public Service Enterprise Group PEG Stock Holding History

Omnia Family Wealth’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
Q2 		– Sell
-72
Closed -$4K – 402
2019
Q1 		$4K Hold
72
– – ﹤0.01% 352
2018
Q4 		$4K Sell
72
-45
-38% -$2.42K ﹤0.01% 309
2018
Q3 		$6K Hold
117
– – ﹤0.01% 294
2018
Q2 		$6K Sell
117
-20
-15% -$1.03K ﹤0.01% 298
2018
Q1 		$7K Sell
137
-138
-50% -$6.77K ﹤0.01% 285
2017
Q4 		$14K Buy
275
+138
+101% +$6.95K 0.01% 262
2017
Q3 		$6K Hold
137
– – ﹤0.01% 324
2017
Q2 		$6K Buy
137
+65
+90% +$2.87K ﹤0.01% 363
2017
Q1 		$3K Sell
72
-44
-38% -$1.94K ﹤0.01% 523
2016
Q4 		$5K Buy
+116
New +$4.84K ﹤0.01% 387

Other funds holding PEG

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Omnia Family Wealth's PEG Position: Q2 2019 in Review

Omnia Family Wealth sold out of Public Service Enterprise Group (PEG) in Q2 2019, closing a stake of 72 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in PEG in Q4 2016 and held it in 10 quarters. The position peaked at $14K in Q4 2017. 835 funds tracked by Wall St. Rank hold PEG as of Q2 2019.

  • Omnia Family Wealth reported no remaining Public Service Enterprise Group position as of Q2 2019 after selling out during the quarter.
  • Omnia Family Wealth sold 72 Public Service Enterprise Group shares in Q2 2019, an estimated $4K.
  • Omnia Family Wealth first reported a position in Public Service Enterprise Group in Q4 2016 and held it in 10 quarters.
  • Omnia Family Wealth's Public Service Enterprise Group position peaked at $14K in Q4 2017.
  • 835 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.