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Westbourne Investment Advisors’s Public Service Enterprise Group PEG Stock Holding History

Westbourne Investment 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
-1,194
Closed -$63K – 129
2018
Q3 		$63K Buy
+1,194
New +$62.4K 0.05% 144

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JP Morgan Chase
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Northern Trust
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Fidelity Investments
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AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Westbourne Investment Advisors's PEG Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2018, closing a stake of 1,194 shares — an estimated $63K sold.

Westbourne Investment Advisors first reported a position in PEG in Q3 2018 and held it in 1 quarter. The position peaked at $63K in Q3 2018. 824 funds tracked by Wall St. Rank hold PEG as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Public Service Enterprise Group position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 1,194 Public Service Enterprise Group shares in Q4 2018, an estimated $63K.
  • Westbourne Investment Advisors first reported a position in Public Service Enterprise Group in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Public Service Enterprise Group position peaked at $63K in Q3 2018.
  • 824 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.