WIA
PEG icon

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

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 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. 825 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.
  • 825 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.