Atwood & Palmer’s Prudential PUK Stock Holding History

Atwood & Palmer’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
2017 Q2	–	Sell	-131	Closed	-$5K	–	325
2017 Q1	$5K	Hold	131	–	–	﹤0.01%	263
2016 Q4	$5K	Hold	131	–	–	﹤0.01%	290
2016 Q3	$5K	Hold	131	–	–	﹤0.01%	287
2016 Q2	$4K	Hold	131	–	–	﹤0.01%	279
2016 Q1	$5K	Sell	131 -107	-45%	-$3.88K	﹤0.01%	280
2015 Q4	$10K	Hold	238	–	–	﹤0.01%	320
2015 Q3	$10K	Hold	238	–	–	﹤0.01%	332
2015 Q2	$11K	Buy	+238	New	+$11.6K	﹤0.01%	282

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Atwood & Palmer's PUK Position: Q2 2017 in Review

Atwood & Palmer sold out of Prudential (PUK) in Q2 2017, closing a stake of 131 shares — an estimated $5K sold.

Atwood & Palmer first reported a position in PUK in Q2 2015 and held it in 8 quarters. The position peaked at $11K in Q2 2015. 180 funds tracked by Wall St. Rank hold PUK as of Q2 2017.

Atwood & Palmer reported no remaining Prudential position as of Q2 2017 after selling out during the quarter.
Atwood & Palmer sold 131 Prudential shares in Q2 2017, an estimated $5K.
Atwood & Palmer first reported a position in Prudential in Q2 2015 and held it in 8 quarters.
Atwood & Palmer's Prudential position peaked at $11K in Q2 2015.
180 funds tracked by Wall St. Rank held Prudential as of Q2 2017.

Based on Atwood & Palmer's 13F filing for Q2 2017, filed 8 Aug 2017.