PWP
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Personal Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-88
Closed -$5K – 448
2019
Q4 		$5K Hold
88
– – ﹤0.01% 274
2019
Q3 		$5K Buy
88
+56
+175% +$3.34K ﹤0.01% 276
2019
Q2 		$2K Buy
+32
New +$1.91K ﹤0.01% 282

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Personal Wealth Partners's PEG Position: Q1 2020 in Review

Personal Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q1 2020, closing a stake of 88 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in PEG in Q2 2019 and held it in 3 quarters. The position peaked at $5K in Q4 2019. 815 funds tracked by Wall St. Rank hold PEG as of Q1 2020.

  • Personal Wealth Partners reported no remaining Public Service Enterprise Group position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 88 Public Service Enterprise Group shares in Q1 2020, an estimated $5K.
  • Personal Wealth Partners first reported a position in Public Service Enterprise Group in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Public Service Enterprise Group position peaked at $5K in Q4 2019.
  • 815 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.