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WA
WFG Advisors’s
Public Service Enterprise Group
PEG
Stock Holding History
WFG 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
2017
Q2
$15K
Buy
339
+3
+0.9%
+$133
﹤0.01%
1026
2017
Q1
$15K
Buy
336
+3
+0.9%
+$132
﹤0.01%
963
2016
Q4
$15K
Sell
333
-29,814
-99%
-$1.24M
﹤0.01%
1005
2016
Q3
$1.26M
Buy
30,147
+2,777
+10%
+$122K
0.31%
85
2016
Q2
$1.28M
Buy
27,370
+1,055
+4%
+$47.9K
0.34%
74
2016
Q1
$1.24M
Buy
26,315
+1,824
+7%
+$77.5K
0.36%
68
2015
Q4
$948K
Buy
24,491
+1,159
+5%
+$46.5K
0.28%
83
2015
Q3
$984K
Buy
23,332
+2,791
+14%
+$114K
0.31%
74
2015
Q2
$807K
Buy
20,541
+996
+5%
+$41.3K
0.22%
101
2015
Q1
$819K
Sell
19,545
-3,345
-15%
-$140K
0.23%
99
2014
Q4
$948K
Buy
22,890
+413
+2%
+$16.6K
0.19%
119
2014
Q3
$837K
Buy
22,477
+641
+3%
+$23.7K
0.16%
159
2014
Q2
$891K
Buy
21,836
+129
+0.6%
+$5.01K
0.17%
149
2014
Q1
$828K
Sell
21,707
-38,476
-64%
-$1.33M
0.17%
153
2013
Q4
$1.93M
Sell
60,183
-9,185
-13%
-$304K
0.27%
82
2013
Q3
$2.28M
Sell
69,368
-1,465
-2%
-$48.5K
0.35%
60
2013
Q2
$2.31M
Buy
+70,833
New
+$2.42M
0.38%
58
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30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
Nordea Investment Management
Stockholm, Sweden
$107B AUM
24.58%
1-Year Est. Return
Franklin Resources
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
AQR Capital Management
Greenwich, Connecticut
$218B AUM
29.41%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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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