Acorn Wealth Advisors’s Prudential Financial PRU Stock Holding History

Acorn Wealth Advisors’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-278	Closed	-$26K	–	352
2018 Q2	$26K	Hold	278	–	–	0.02%	358
2018 Q1	$30K	Hold	278	–	–	0.03%	338
2017 Q4	$33K	Buy	+278	New	+$31.2K	0.03%	311

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Wealth Advisors's PRU Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 278 shares — an estimated $26K sold.

Acorn Wealth Advisors first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $33K in Q4 2017. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

Acorn Wealth Advisors reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 278 Prudential Financial shares in Q3 2018, an estimated $26K.
Acorn Wealth Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Prudential Financial position peaked at $33K in Q4 2017.
977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.