RFS
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Rockefeller Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Rockefeller Financial Services’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
2016
Q2 		– Sell
-108
Closed -$5K – 560
2016
Q1 		$5K Buy
+108
New +$4.59K ﹤0.01% 567

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Rockefeller Financial Services's PEG Position: Q2 2016 in Review

Rockefeller Financial Services sold out of Public Service Enterprise Group (PEG) in Q2 2016, closing a stake of 108 shares — an estimated $5K sold.

Rockefeller Financial Services first reported a position in PEG in Q1 2016 and held it in 1 quarter. The position peaked at $5K in Q1 2016. 706 funds tracked by Wall St. Rank hold PEG as of Q2 2016.

  • Rockefeller Financial Services reported no remaining Public Service Enterprise Group position as of Q2 2016 after selling out during the quarter.
  • Rockefeller Financial Services sold 108 Public Service Enterprise Group shares in Q2 2016, an estimated $5K.
  • Rockefeller Financial Services first reported a position in Public Service Enterprise Group in Q1 2016 and held it in 1 quarter.
  • Rockefeller Financial Services's Public Service Enterprise Group position peaked at $5K in Q1 2016.
  • 706 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2016.

Based on Rockefeller Financial Services's 13F filing for Q2 2016, filed 20 Jul 2016.