Polaris Wealth Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Polaris Wealth Advisory Group’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	-277	Closed	-$15K	–	356
2018 Q3	$15K	Buy	+277	New	+$14.5K	﹤0.01%	358
2018 Q2	–	Sell	-277	Closed	-$14K	–	370
2018 Q1	$14K	Buy	+277	New	+$13.6K	﹤0.01%	331

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Polaris Wealth Advisory Group's PEG Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Public Service Enterprise Group (PEG) in Q4 2018, closing a stake of 277 shares — an estimated $15K sold.

Polaris Wealth Advisory Group first reported a position in PEG in Q1 2018 and held it in 2 quarters. The position peaked at $15K in Q3 2018. 824 funds tracked by Wall St. Rank hold PEG as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Public Service Enterprise Group position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 277 Public Service Enterprise Group shares in Q4 2018, an estimated $15K.
Polaris Wealth Advisory Group first reported a position in Public Service Enterprise Group in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Public Service Enterprise Group position peaked at $15K in Q3 2018.
824 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.