Archford Capital Strategies’s Prudential Financial PRU Stock Holding History

Archford Capital Strategies’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
2019 Q3	–	Sell	-582	Closed	-$59K	–	439
2019 Q2	$59K	Hold	582	–	–	0.02%	268
2019 Q1	$53K	Hold	582	–	–	0.02%	275
2018 Q4	$47K	Hold	582	–	–	0.02%	268
2018 Q3	$59K	Sell	582 -14	-2%	-$1.38K	0.02%	284
2018 Q2	$56K	Sell	596 -91	-13%	-$9.19K	0.02%	293
2018 Q1	$79K	Buy	+687	New	+$77.4K	0.03%	180
2017 Q2	–	Sell	-837	Closed	-$89K	–	516
2017 Q1	$89K	Hold	837	–	–	0.03%	250
2016 Q4	$87K	Hold	837	–	–	0.04%	216
2016 Q3	$68K	Sell	837 -178	-18%	-$13.7K	0.03%	242
2016 Q2	$72K	Buy	+1,015	New	+$76.6K	0.04%	224
2016 Q1	–	Sell	-715	Closed	-$59K	–	488
2015 Q4	$59K	Buy	715 +250	+54%	+$20.7K	0.03%	249
2015 Q3	$35K	Buy	465 +254	+120%	+$21.3K	0.03%	215
2015 Q2	$18K	Hold	211	–	–	0.01%	286
2015 Q1	$16.9K	Sell	211 -228	-52%	-$18.5K	0.01%	298
2014 Q4	$40K	Hold	439	–	–	0.03%	225
2014 Q3	$39K	Hold	439	–	–	0.03%	228
2014 Q2	$39K	Hold	439	–	–	0.03%	233
2014 Q1	$37.2K	Buy	+439	New	+$37.8K	0.03%	245

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

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

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Archford Capital Strategies's PRU Position: Q3 2019 in Review

Archford Capital Strategies sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 582 shares — an estimated $59K sold.

Archford Capital Strategies first reported a position in PRU in Q1 2014 and held it in 18 quarters. The position peaked at $89K in Q1 2017. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

Archford Capital Strategies reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
Archford Capital Strategies sold 582 Prudential Financial shares in Q3 2019, an estimated $59K.
Archford Capital Strategies first reported a position in Prudential Financial in Q1 2014 and held it in 18 quarters.
Archford Capital Strategies's Prudential Financial position peaked at $89K in Q1 2017.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Archford Capital Strategies's 13F filing for Q3 2019, filed 23 Oct 2019.