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TrueWealth LLC’s Public Service Enterprise Group PEG Stock Holding History

TrueWealth LLC’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
Q1 		– Sell
-60
Closed -$3K – 887
2017
Q4 		$3K Buy
+60
New +$3.02K ﹤0.01% 766

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State Street
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LSV Asset Management
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Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

TrueWealth LLC's PEG Position: Q1 2018 in Review

TrueWealth LLC sold out of Public Service Enterprise Group (PEG) in Q1 2018, closing a stake of 60 shares — an estimated $3K sold.

TrueWealth LLC first reported a position in PEG in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 787 funds tracked by Wall St. Rank hold PEG as of Q1 2018.

  • TrueWealth LLC reported no remaining Public Service Enterprise Group position as of Q1 2018 after selling out during the quarter.
  • TrueWealth LLC sold 60 Public Service Enterprise Group shares in Q1 2018, an estimated $3K.
  • TrueWealth LLC first reported a position in Public Service Enterprise Group in Q4 2017 and held it in 1 quarter.
  • TrueWealth LLC's Public Service Enterprise Group position peaked at $3K in Q4 2017.
  • 787 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2018.

Based on TrueWealth LLC's 13F filing for Q1 2018, filed 30 Apr 2018.