Rational Advisors’s Public Service Enterprise Group PEG Stock Holding History

Rational 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
2020 Q4	–	Sell	-17	Closed	-$1K	–	500
2020 Q3	$1K	Sell	17 -24	-59%	-$1.27K	﹤0.01%	551
2020 Q2	$2K	Buy	+41	New	+$2.04K	﹤0.01%	485
2020 Q1	–	Sell	-2,480	Closed	-$146K	–	421
2019 Q4	$146K	Buy	2,480 +1,664	+204%	+$101K	0.07%	233
2019 Q3	$51K	Sell	816 -103	-11%	-$6.15K	0.02%	360
2019 Q2	$54K	Sell	919 -574	-38%	-$34.2K	0.02%	333
2019 Q1	$89K	Buy	1,493 +1,256	+530%	+$70.2K	0.02%	272
2018 Q4	$12K	Sell	237 -598	-72%	-$32.2K	﹤0.01%	384
2018 Q3	$44K	Buy	835 +641	+330%	+$33.5K	0.01%	302
2018 Q2	$11K	Sell	194 -118	-38%	-$6.06K	0.01%	357
2018 Q1	$16K	Buy	+312	New	+$15.3K	0.01%	341

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

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

Rational Advisors's PEG Position: Q4 2020 in Review

Rational Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2020, closing a stake of 17 shares — an estimated $1K sold.

Rational Advisors first reported a position in PEG in Q1 2018 and held it in 10 quarters. The position peaked at $146K in Q4 2019. 890 funds tracked by Wall St. Rank hold PEG as of Q4 2020.

Rational Advisors reported no remaining Public Service Enterprise Group position as of Q4 2020 after selling out during the quarter.
Rational Advisors sold 17 Public Service Enterprise Group shares in Q4 2020, an estimated $1K.
Rational Advisors first reported a position in Public Service Enterprise Group in Q1 2018 and held it in 10 quarters.
Rational Advisors's Public Service Enterprise Group position peaked at $146K in Q4 2019.
890 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2020.

Based on Rational Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.