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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

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WFG Advisors's PEG Position: Q2 2017 in Review

WFG Advisors increased its Public Service Enterprise Group (PEG) stake by 0.89% in Q2 2017, buying an estimated $133 and bringing the position to 339 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

WFG Advisors first reported a position in PEG in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.31M in Q2 2013. 737 funds tracked by Wall St. Rank hold PEG as of Q2 2017.

  • WFG Advisors held 339 shares of Public Service Enterprise Group worth $15K as of Q2 2017.
  • WFG Advisors bought 3 Public Service Enterprise Group shares in Q2 2017, an estimated $133.
  • Public Service Enterprise Group made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1026 holding.
  • WFG Advisors first reported a position in Public Service Enterprise Group in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Public Service Enterprise Group position peaked at $2.31M in Q2 2013.
  • 737 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.