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Bellwether Investment Group’s Prudential Financial PRU Stock Holding History

Bellwether Investment Group’s Portfolio PRU Stock Details PRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-37
Closed -$4K – 479
2017
Q1 		$4K Hold
37
– – 0.01% 660
2016
Q4 		$4K Buy
+37
New +$3.51K ﹤0.01% 827

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Capital Research Global Investors
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bellwether Investment Group's PRU Position: Q2 2017 in Review

Bellwether Investment Group sold out of Prudential Financial (PRU) in Q2 2017, closing a stake of 37 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in PRU in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 880 funds tracked by Wall St. Rank hold PRU as of Q2 2017.

  • Bellwether Investment Group reported no remaining Prudential Financial position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 37 Prudential Financial shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Prudential Financial in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Prudential Financial position peaked at $4K in Q1 2017.
  • 880 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.