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Aris Wealth Services’s Prudential PUK Stock Holding History

Aris Wealth Services’s Portfolio PUK Stock Details PUK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$9K Sell
208
-98
-32% -$4.36K 0.02% 228
2015
Q2 		$14K Buy
+306
New +$14.9K 0.01% 342

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Aris Wealth Services's PUK Position: Q3 2015 in Review

Aris Wealth Services reduced its Prudential (PUK) stake by 32% in Q3 2015, selling an estimated $4.36K and leaving 208 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #228.

Aris Wealth Services first reported a position in PUK in Q2 2015 and has held it in 2 quarters since. The position peaked at $14K in Q2 2015. 170 funds tracked by Wall St. Rank hold PUK as of Q3 2015.

  • Aris Wealth Services held 208 shares of Prudential worth $9K as of Q3 2015.
  • Aris Wealth Services sold 98 Prudential shares in Q3 2015, an estimated $4.36K.
  • Prudential made up 0.02% of Aris Wealth Services's portfolio in Q3 2015, its #228 holding.
  • Aris Wealth Services first reported a position in Prudential in Q2 2015 and has held it in 2 quarters since.
  • Aris Wealth Services's Prudential position peaked at $14K in Q2 2015.
  • 170 funds tracked by Wall St. Rank held Prudential as of Q3 2015.

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