BRWA
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B. Riley Wealth Advisors’s Prudential PUK Stock Holding History

B. Riley Wealth Advisors’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
Q1 		– Sell
-465
Closed -$21 – 1640
2014
Q4 		$21 Buy
+465
New +$20.7K ﹤0.01% 2527
2014
Q3 		– Sell
-298
Closed -$13.3K – 1590
2014
Q2 		$13.3K Buy
+298
New +$13.2K ﹤0.01% 1658

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

B. Riley Wealth Advisors's PUK Position: Q1 2015 in Review

B. Riley Wealth Advisors sold out of Prudential (PUK) in Q1 2015, closing a stake of 465 shares — an estimated $21 sold.

B. Riley Wealth Advisors first reported a position in PUK in Q2 2014 and held it in 2 quarters. The position peaked at $13.3K in Q2 2014. 157 funds tracked by Wall St. Rank hold PUK as of Q1 2015.

  • B. Riley Wealth Advisors reported no remaining Prudential position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 465 Prudential shares in Q1 2015, an estimated $21.
  • B. Riley Wealth Advisors first reported a position in Prudential in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Advisors's Prudential position peaked at $13.3K in Q2 2014.
  • 157 funds tracked by Wall St. Rank held Prudential as of Q1 2015.

Based on B. Riley Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.