PWM
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PRW Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

PRW Wealth Management’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
-173
Closed -$10K – 494
2019
Q1 		$10K Hold
173
– – 0.01% 286
2018
Q4 		$9K Buy
+173
New +$9.31K 0.01% 298

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State Street
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AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

PRW Wealth Management's PEG Position: Q2 2019 in Review

PRW Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2019, closing a stake of 173 shares — an estimated $10K sold.

PRW Wealth Management first reported a position in PEG in Q4 2018 and held it in 2 quarters. The position peaked at $10K in Q1 2019. 835 funds tracked by Wall St. Rank hold PEG as of Q2 2019.

  • PRW Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 173 Public Service Enterprise Group shares in Q2 2019, an estimated $10K.
  • PRW Wealth Management first reported a position in Public Service Enterprise Group in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Public Service Enterprise Group position peaked at $10K in Q1 2019.
  • 835 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.