Apriem Advisors’s Prudential Financial PRU Stock Holding History

Apriem 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
2016 Q4	–	Sell	-40	Closed	-$3K	–	735
2016 Q3	$3K	Hold	40	–	–	﹤0.01%	514
2016 Q2	$3K	Hold	40	–	–	﹤0.01%	514
2016 Q1	$3K	Hold	40	–	–	﹤0.01%	502
2015 Q4	$3K	Hold	40	–	–	﹤0.01%	481
2015 Q3	$3K	Hold	40	–	–	﹤0.01%	454
2015 Q2	$4K	Hold	40	–	–	﹤0.01%	527
2015 Q1	$3K	Hold	40	–	–	﹤0.01%	503
2014 Q4	$4K	Hold	40	–	–	﹤0.01%	449
2014 Q3	$4K	Hold	40	–	–	﹤0.01%	455
2014 Q2	$4K	Hold	40	–	–	﹤0.01%	408
2014 Q1	$3K	Hold	40	–	–	﹤0.01%	436
2013 Q4	$4K	Hold	40	–	–	﹤0.01%	431
2013 Q3	$3K	Hold	40	–	–	﹤0.01%	442
2013 Q2	$3K	Buy	+40	New	+$2.59K	﹤0.01%	414

Other funds holding PRU

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

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

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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Apriem Advisors's PRU Position: Q4 2016 in Review

Apriem Advisors sold out of Prudential Financial (PRU) in Q4 2016, closing a stake of 40 shares — an estimated $3K sold.

Apriem Advisors first reported a position in PRU in Q2 2013 and held it in 14 quarters. The position peaked at $4K in Q2 2015. 848 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

Apriem Advisors reported no remaining Prudential Financial position as of Q4 2016 after selling out during the quarter.
Apriem Advisors sold 40 Prudential Financial shares in Q4 2016, an estimated $3K.
Apriem Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 14 quarters.
Apriem Advisors's Prudential Financial position peaked at $4K in Q2 2015.
848 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on Apriem Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.