BIG
PUK icon

Bellwether Investment Group’s Prudential PUK Stock Holding History

Bellwether Investment Group’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
2017
Q2 		– Sell
-938
Closed -$39K – 484
2017
Q1 		$39K Hold
938
– – 0.1% 185
2016
Q4 		$36K Buy
+938
New +$33.7K 0.03% 333

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bellwether Investment Group sold out of Prudential (PUK) in Q2 2017, closing a stake of 938 shares — an estimated $39K sold.

Bellwether Investment Group first reported a position in PUK in Q4 2016 and held it in 2 quarters. The position peaked at $39K in Q1 2017. 180 funds tracked by Wall St. Rank hold PUK as of Q2 2017.

  • Bellwether Investment Group reported no remaining Prudential position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 938 Prudential shares in Q2 2017, an estimated $39K.
  • Bellwether Investment Group first reported a position in Prudential in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Prudential position peaked at $39K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held Prudential as of Q2 2017.

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