Braver Wealth Management’s Prudential Financial PRU Stock Holding History

Braver Wealth Management’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
2016 Q4	$2.62M	Sell	25,160 -399	-2%	-$37.8K	0.43%	69
2016 Q3	$2.09M	Buy	25,559 +309	+1%	+$23.7K	0.35%	73
2016 Q2	$1.8M	Buy	+25,250	New	+$1.91M	0.31%	65

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Braver Wealth Management's PRU Position: Q4 2016 in Review

Braver Wealth Management reduced its Prudential Financial (PRU) stake by 1.6% in Q4 2016, selling an estimated $37.8K and leaving 25,160 shares worth $2.62M. The position accounts for 0.43% of the portfolio, ranked #69.

Braver Wealth Management first reported a position in PRU in Q2 2016 and has held it in 3 quarters since. 848 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

Braver Wealth Management held 25,160 shares of Prudential Financial worth $2.62M as of Q4 2016.
Braver Wealth Management sold 399 Prudential Financial shares in Q4 2016, an estimated $37.8K.
Prudential Financial made up 0.43% of Braver Wealth Management's portfolio in Q4 2016, its #69 holding.
Braver Wealth Management first reported a position in Prudential Financial in Q2 2016 and has held it in 3 quarters since.
848 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on Braver Wealth Management's 13F filing for Q4 2016, filed 14 Feb 2017.