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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
-431
Closed -$224K – 171
2018
Q4 		$224K Buy
+431
New +$23.2K 0.1% 162

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

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 431 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. 843 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 431 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.
  • 843 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.