Avantax Planning Partners’s Prudential PUK Stock Holding History

Avantax Planning Partners’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
2018 Q4	–	Sell	-61	Closed	-$3K	–	977
2018 Q3	$3K	Buy	+61	New	+$2.7K	﹤0.01%	1268
2018 Q2	–	Sell	-1,653	Closed	-$82K	–	1169
2018 Q1	$82K	Buy	+1,653	New	+$83.6K	0.01%	440

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

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Avantax Planning Partners's PUK Position: Q4 2018 in Review

Avantax Planning Partners sold out of Prudential (PUK) in Q4 2018, closing a stake of 61 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in PUK in Q1 2018 and held it in 2 quarters. The position peaked at $82K in Q1 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

Avantax Planning Partners reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 61 Prudential shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in Prudential in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's Prudential position peaked at $82K in Q1 2018.
204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.