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PUK icon

Baird’s Prudential PUK Stock Holding History

Baird’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
2013
Q4 		– Sell
-27,902
Closed -$1.01M – 1133
2013
Q3 		$1.01M Buy
+27,902
New +$971K 0.02% 591

Other funds holding PUK

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird's PUK Position: Q4 2013 in Review

Baird sold out of Prudential (PUK) in Q4 2013, closing a stake of 27,902 shares — an estimated $1.01M sold.

Baird first reported a position in PUK in Q3 2013 and held it in 1 quarter. The position peaked at $1.01M in Q3 2013. 133 funds tracked by Wall St. Rank hold PUK as of Q4 2013.

  • Baird reported no remaining Prudential position as of Q4 2013 after selling out during the quarter.
  • Baird sold 27,902 Prudential shares in Q4 2013, an estimated $1.01M.
  • Baird first reported a position in Prudential in Q3 2013 and held it in 1 quarter.
  • Baird's Prudential position peaked at $1.01M in Q3 2013.
  • 133 funds tracked by Wall St. Rank held Prudential as of Q4 2013.

Based on Baird's 13F filing for Q4 2013, filed 12 Feb 2014.