Wealthcare Capital Management’s Public Service Enterprise Group PEG Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-28	Closed	-$2K	–	501
2021 Q1	$2K	Buy	+28	New	+$1.61K	﹤0.01%	590
2020 Q1	–	Sell	-18	Closed	-$1K	–	534
2019 Q4	$1K	Buy	+18	New	+$1.09K	﹤0.01%	648
2015 Q3	–	Sell	-419	Closed	–	–	346
2015 Q2	$0	Sell	419 -1,005	-71%	-$41.7K	﹤0.01%	736
2015 Q1	$60K	Buy	+1,424	New	+$59.5K	0.01%	212

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthcare Capital Management's PEG Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Public Service Enterprise Group (PEG) in Q2 2021, closing a stake of 28 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in PEG in Q1 2015 and held it in 4 quarters. The position peaked at $60K in Q1 2015. 870 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

Wealthcare Capital Management reported no remaining Public Service Enterprise Group position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 28 Public Service Enterprise Group shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in Public Service Enterprise Group in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Public Service Enterprise Group position peaked at $60K in Q1 2015.
870 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.