SMA
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Simply Money Advisors’s Public Service Enterprise Group PEG Stock Holding History

Simply Money 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
2013
Q3 		– Sell
-121
Closed -$4K – 296
2013
Q2 		$4K Buy
+121
New +$4.14K ﹤0.01% 302

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State Street
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Barrow, Hanley, Mewhinney & Strauss
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Simply Money Advisors's PEG Position: Q3 2013 in Review

Simply Money Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2013, closing a stake of 121 shares — an estimated $4K sold.

Simply Money Advisors first reported a position in PEG in Q2 2013 and held it in 1 quarter. The position peaked at $4K in Q2 2013. 517 funds tracked by Wall St. Rank hold PEG as of Q3 2013.

  • Simply Money Advisors reported no remaining Public Service Enterprise Group position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 121 Public Service Enterprise Group shares in Q3 2013, an estimated $4K.
  • Simply Money Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Public Service Enterprise Group position peaked at $4K in Q2 2013.
  • 517 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.