BDO Wealth Advisors’s Prudential PUK Stock Holding History

BDO 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
2018 Q1	–	Sell	-38	Closed	-$2K	–	604
2017 Q4	$2K	Buy	+38	New	+$1.81K	﹤0.01%	432

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

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 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

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

BDO Wealth Advisors's PUK Position: Q1 2018 in Review

BDO Wealth Advisors sold out of Prudential (PUK) in Q1 2018, closing a stake of 38 shares — an estimated $2K sold.

BDO Wealth Advisors first reported a position in PUK in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 219 funds tracked by Wall St. Rank hold PUK as of Q1 2018.

BDO Wealth Advisors reported no remaining Prudential position as of Q1 2018 after selling out during the quarter.
BDO Wealth Advisors sold 38 Prudential shares in Q1 2018, an estimated $2K.
BDO Wealth Advisors first reported a position in Prudential in Q4 2017 and held it in 1 quarter.
BDO Wealth Advisors's Prudential position peaked at $2K in Q4 2017.
219 funds tracked by Wall St. Rank held Prudential as of Q1 2018.

Based on BDO Wealth Advisors's 13F filing for Q1 2018, filed 23 May 2018.