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TRUE Private Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

TRUE Private 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
2018
Q4 		– Sell
-187
Closed -$9.87K – 724
2018
Q3 		$9.87K Buy
+187
New +$9.77K ﹤0.01% 760

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

TRUE Private Wealth Advisors's PEG Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2018, closing a stake of 187 shares — an estimated $9.87K sold.

TRUE Private Wealth Advisors first reported a position in PEG in Q3 2018 and held it in 1 quarter. The position peaked at $9.87K in Q3 2018. 824 funds tracked by Wall St. Rank hold PEG as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 187 Public Service Enterprise Group shares in Q4 2018, an estimated $9.87K.
  • TRUE Private Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Public Service Enterprise Group position peaked at $9.87K in Q3 2018.
  • 824 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.