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Aris Wealth Services’s Prudential Financial PRU Stock Holding History

Aris Wealth Services’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
2015
Q3 		$4K Hold
47
– – 0.01% 290
2015
Q2 		$4K Sell
47
-103
-69% -$8.74K ﹤0.01% 430
2015
Q1 		$12K Buy
+150
New +$12.2K 0.01% 350

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Morgan Stanley
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Bank of New York Mellon
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Aris Wealth Services's PRU Position: Q3 2015 in Review

Aris Wealth Services held its Prudential Financial (PRU) position steady in Q3 2015 at 47 shares worth $4K. The position accounts for 0.01% of the portfolio, ranked #290.

Aris Wealth Services first reported a position in PRU in Q1 2015 and has held it in 3 quarters since. The position peaked at $12K in Q1 2015. 773 funds tracked by Wall St. Rank hold PRU as of Q3 2015.

  • Aris Wealth Services held 47 shares of Prudential Financial worth $4K as of Q3 2015.
  • Aris Wealth Services left its Prudential Financial share count unchanged in Q3 2015.
  • Prudential Financial made up 0.01% of Aris Wealth Services's portfolio in Q3 2015, its #290 holding.
  • Aris Wealth Services first reported a position in Prudential Financial in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Prudential Financial position peaked at $12K in Q1 2015.
  • 773 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.