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WA
WealthTrust-Arizona’s
Public Service Enterprise Group
PEG
Stock Holding History
WealthTrust-Arizona’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
$20K
Sell
379
-7
-2%
-$377
0.01%
269
2018
Q3
$20K
Buy
386
+72
+23%
+$3.76K
0.01%
281
2018
Q2
$17K
Sell
314
-31
-9%
-$1.59K
0.01%
300
2018
Q1
$17K
Hold
345
–
–
0.01%
313
2017
Q4
$18K
Buy
345
+132
+62%
+$6.65K
0.01%
308
2017
Q3
$10K
Hold
213
–
–
0.01%
397
2017
Q2
$9K
Hold
213
–
–
﹤0.01%
407
2017
Q1
$9K
Hold
213
–
–
﹤0.01%
404
2016
Q4
$9K
Sell
213
-156
-42%
-$6.5K
0.01%
399
2016
Q3
$15K
Hold
369
–
–
0.01%
297
2016
Q2
$17K
Hold
369
–
–
0.01%
263
2016
Q1
$17K
Hold
369
–
–
0.01%
259
2015
Q4
$14K
Hold
369
–
–
0.01%
329
2015
Q3
$16K
Hold
369
–
–
0.01%
302
2015
Q2
$14K
Hold
369
–
–
0.01%
349
2015
Q1
$15K
Hold
369
–
–
0.01%
338
2014
Q4
$15K
Hold
369
–
–
0.01%
340
2014
Q3
$14K
Hold
369
–
–
0.02%
359
2014
Q2
$15K
Sell
369
-56
-13%
-$2.17K
0.02%
346
2014
Q1
$16K
Buy
425
+9
+2%
+$311
0.02%
340
2013
Q4
$13K
Sell
416
-20
-5%
-$662
0.02%
359
2013
Q3
$14K
Hold
436
–
–
0.02%
304
2013
Q2
$14K
Buy
+436
New
+$14.9K
0.02%
280
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$427B AUM
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1-Year Est. Return
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$1.61T AUM
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1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Northern Trust
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$757B AUM
28.64%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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