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Sound View Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Sound View Wealth 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
2019
Q1 		$839K Buy
14,116
+240
+2% +$13.4K 0.26% 100
2018
Q4 		$722K Buy
+13,876
New +$747K 0.26% 105

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's PEG Position: Q1 2019 in Review

Sound View Wealth Advisors increased its Public Service Enterprise Group (PEG) stake by 1.7% in Q1 2019, buying an estimated $13.4K and bringing the position to 14,116 shares worth $839K. The position accounts for 0.26% of the portfolio, ranked #100.

Sound View Wealth Advisors first reported a position in PEG in Q4 2018 and has held it in 2 quarters since. 843 funds tracked by Wall St. Rank hold PEG as of Q1 2019.

  • Sound View Wealth Advisors held 14,116 shares of Public Service Enterprise Group worth $839K as of Q1 2019.
  • Sound View Wealth Advisors bought 240 Public Service Enterprise Group shares in Q1 2019, an estimated $13.4K.
  • Public Service Enterprise Group made up 0.26% of Sound View Wealth Advisors's portfolio in Q1 2019, its #100 holding.
  • Sound View Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 2 quarters since.
  • 843 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.