Squar Milner Financial Services’s Public Service Enterprise Group PEG Stock Holding History

Squar Milner 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
2020 Q2	–	Sell	-2,706	Closed	-$121K	–	556
2020 Q1	$121K	Hold	2,706	–	–	0.07%	229
2019 Q4	$159K	Buy	+2,706	New	+$164K	0.08%	240
2019 Q3	–	Sell	-2,753	Closed	-$162K	–	566
2019 Q2	$162K	Hold	2,753	–	–	0.11%	193
2019 Q1	$163K	Hold	2,753	–	–	0.12%	189
2018 Q4	$143K	Hold	2,753	–	–	0.14%	176
2018 Q3	$145K	Hold	2,753	–	–	0.13%	197
2018 Q2	$149K	Buy	+2,753	New	+$141K	0.13%	199

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Squar Milner Financial Services's PEG Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Public Service Enterprise Group (PEG) in Q2 2020, closing a stake of 2,706 shares — an estimated $121K sold.

Squar Milner Financial Services first reported a position in PEG in Q2 2018 and held it in 7 quarters. The position peaked at $163K in Q1 2019. 820 funds tracked by Wall St. Rank hold PEG as of Q2 2020.

Squar Milner Financial Services reported no remaining Public Service Enterprise Group position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,706 Public Service Enterprise Group shares in Q2 2020, an estimated $121K.
Squar Milner Financial Services first reported a position in Public Service Enterprise Group in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Public Service Enterprise Group position peaked at $163K in Q1 2019.
820 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.