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Outlook Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Outlook Wealth Advisors’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
-4,310
Closed -$224K – 171
2018
Q4 		$224K Buy
+4,310
New +$232K 0.1% 162

Other funds holding PEG

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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Outlook Wealth Advisors's PEG Position: Q1 2019 in Review

Outlook Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2019, closing a stake of 4,310 shares — an estimated $224K sold.

Outlook Wealth Advisors first reported a position in PEG in Q4 2018 and held it in 1 quarter. The position peaked at $224K in Q4 2018. 844 funds tracked by Wall St. Rank hold PEG as of Q1 2019.

  • Outlook Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2019 after selling out during the quarter.
  • Outlook Wealth Advisors sold 4,310 Public Service Enterprise Group shares in Q1 2019, an estimated $224K.
  • Outlook Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 1 quarter.
  • Outlook Wealth Advisors's Public Service Enterprise Group position peaked at $224K in Q4 2018.
  • 844 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2019.

Based on Outlook Wealth Advisors's 13F filing for Q1 2019, filed 6 May 2019.