Apriem Advisors’s PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 PJH Stock Holding History

Apriem Advisors’s Portfolio PJH Stock Details PJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-1,000	Closed	-$26K	–	421
2018 Q2	$26K	Buy	+1,000	New	+$25.4K	0.01%	313
2017 Q2	–	Sell	-1,000	Closed	-$26K	–	607
2017 Q1	$26K	Hold	1,000	–	–	0.01%	311
2016 Q4	$25K	Hold	1,000	–	–	0.01%	318
2016 Q3	$26K	Hold	1,000	–	–	0.01%	290
2016 Q2	$27K	Hold	1,000	–	–	0.01%	299
2016 Q1	$26K	Hold	1,000	–	–	0.01%	278
2015 Q4	$26K	Hold	1,000	–	–	0.01%	264
2015 Q3	$25K	Hold	1,000	–	–	0.01%	266
2015 Q2	$25K	Hold	1,000	–	–	0.01%	295
2015 Q1	$26K	Hold	1,000	–	–	0.01%	286
2014 Q4	$25K	Hold	1,000	–	–	0.01%	269
2014 Q3	$25K	Buy	+1,000	New	+$24.9K	0.01%	281
2014 Q2	–	Sell	-500	Closed	-$12K	–	525
2014 Q1	$12K	Hold	500	–	–	﹤0.01%	346
2013 Q4	$11K	Hold	500	–	–	﹤0.01%	351
2013 Q3	$11K	Hold	500	–	–	﹤0.01%	349
2013 Q2	$12K	Buy	+500	New	+$12.7K	0.01%	315

Other funds holding PJH

CCB

Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return

VIA

Vantage Investment Advisors State College, Pennsylvania $477M AUM 17.38% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Apriem Advisors's PJH Position: Q3 2018 in Review

Apriem Advisors sold out of PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 (PJH) in Q3 2018, closing a stake of 1,000 shares — an estimated $26K sold.

Apriem Advisors first reported a position in PJH in Q2 2013 and held it in 16 quarters. The position peaked at $27K in Q2 2016. 4 funds tracked by Wall St. Rank hold PJH as of Q3 2018.

Apriem Advisors reported no remaining PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 1,000 PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 shares in Q3 2018, an estimated $26K.
Apriem Advisors first reported a position in PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 in Q2 2013 and held it in 16 quarters.
Apriem Advisors's PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 position peaked at $27K in Q2 2016.
4 funds tracked by Wall St. Rank held PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.