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Triangle Securities Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Triangle Securities Wealth Management’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
-524
Closed -$17K – 309
2013
Q2 		$17K Buy
+524
New +$17.9K 0.01% 402

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
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

Triangle Securities Wealth Management's PEG Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2013, closing a stake of 524 shares — an estimated $17K sold.

Triangle Securities Wealth Management first reported a position in PEG in Q2 2013 and held it in 1 quarter. The position peaked at $17K in Q2 2013. 517 funds tracked by Wall St. Rank hold PEG as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 524 Public Service Enterprise Group shares in Q3 2013, an estimated $17K.
  • Triangle Securities Wealth Management first reported a position in Public Service Enterprise Group in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Public Service Enterprise Group position peaked at $17K in Q2 2013.
  • 517 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.