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Wealthfront’s Public Service Enterprise Group PEG Stock Holding History

Wealthfront’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
Q3 		$1.46M Sell
27,606
-1,453
-5% -$75.9K 0.01% 188
2018
Q2 		$1.57M Sell
29,059
-1,143
-4% -$58.7K 0.02% 157
2018
Q1 		$1.52M Sell
30,202
-5,512
-15% -$271K 0.02% 173
2017
Q4 		$1.84M Buy
35,714
+16,293
+84% +$821K 0.02% 134
2017
Q3 		$898K Buy
19,421
+4,077
+27% +$185K 0.01% 216
2017
Q2 		$660K Buy
15,344
+5,155
+51% +$228K 0.01% 218
2017
Q1 		$452K Buy
10,189
+877
+9% +$38.7K 0.01% 240
2016
Q4 		$409K Buy
9,312
+1,266
+16% +$52.8K 0.01% 234
2016
Q3 		$337K Buy
8,046
+187
+2% +$8.24K 0.01% 254
2016
Q2 		$366K Sell
7,859
-34
-0.4% -$1.54K 0.01% 219
2016
Q1 		$372K Buy
+7,893
New +$335K 0.01% 201
2015
Q4 		– Sell
-6,122
Closed -$258K – 832
2015
Q3 		$258K Buy
6,122
+1,155
+23% +$47.1K 0.01% 228
2015
Q2 		$195K Sell
4,967
-605
-11% -$25.1K 0.01% 269
2015
Q1 		$234K Buy
5,572
+1,192
+27% +$49.8K 0.01% 212
2014
Q4 		$181K Buy
4,380
+1,720
+65% +$69.2K 0.01% 240
2014
Q3 		$99K Buy
2,660
+951
+56% +$35.1K 0.01% 286
2014
Q2 		$65K Buy
1,709
+327
+24% +$12.7K 0.01% 314
2014
Q1 		$52K Buy
+1,382
New +$47.7K 0.01% 259

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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

Wealthfront's PEG Position: Q3 2018 in Review

Wealthfront reduced its Public Service Enterprise Group (PEG) stake by 5% in Q3 2018, selling an estimated $75.9K and leaving 27,606 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #188.

Wealthfront first reported a position in PEG in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.84M in Q4 2017. 807 funds tracked by Wall St. Rank hold PEG as of Q3 2018.

  • Wealthfront held 27,606 shares of Public Service Enterprise Group worth $1.46M as of Q3 2018.
  • Wealthfront sold 1,453 Public Service Enterprise Group shares in Q3 2018, an estimated $75.9K.
  • Public Service Enterprise Group made up 0.01% of Wealthfront's portfolio in Q3 2018, its #188 holding.
  • Wealthfront first reported a position in Public Service Enterprise Group in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Public Service Enterprise Group position peaked at $1.84M in Q4 2017.
  • 807 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.