AC
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Avestar Capital’s Prudential PUK Stock Holding History

Avestar Capital’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
2019
Q3 		– Sell
-102
Closed -$3K – 670
2019
Q2 		$3K Buy
102
+31
+44% +$1.29K ﹤0.01% 644
2019
Q1 		$1K Buy
71
+23
+48% +$888 ﹤0.01% 776
2018
Q4 		$1K Sell
48
-64
-57% -$2.45K ﹤0.01% 762
2018
Q3 		$3K Buy
112
+80
+250% +$3.54K ﹤0.01% 606
2018
Q2 		$1K Hold
32
– – ﹤0.01% 800
2018
Q1 		$1K Buy
+32
New +$1.62K ﹤0.01% 760

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Avestar Capital's PUK Position: Q3 2019 in Review

Avestar Capital sold out of Prudential (PUK) in Q3 2019, closing a stake of 102 shares — an estimated $3K sold.

Avestar Capital first reported a position in PUK in Q1 2018 and held it in 6 quarters. The position peaked at $3K in Q2 2019. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

  • Avestar Capital reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
  • Avestar Capital sold 102 Prudential shares in Q3 2019, an estimated $3K.
  • Avestar Capital first reported a position in Prudential in Q1 2018 and held it in 6 quarters.
  • Avestar Capital's Prudential position peaked at $3K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.