Broadview Advisors’s Prudential Financial PRU Stock Holding History

Broadview Advisors’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
2019 Q2	–	Sell	-4,900	Closed	-$450K	–	86
2019 Q1	$450K	Sell	4,900 -600	-11%	-$55.3K	0.12%	78
2018 Q4	$449K	Buy	+5,500	New	+$507K	0.13%	74
2013 Q4	–	Sell	-8,250	Closed	-$643K	–	104
2013 Q3	$643K	Hold	8,250	–	–	0.07%	96
2013 Q2	$602K	Buy	+8,250	New	+$535K	0.08%	93

Other funds holding PRU

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Broadview Advisors's PRU Position: Q2 2019 in Review

Broadview Advisors sold out of Prudential Financial (PRU) in Q2 2019, closing a stake of 4,900 shares — an estimated $450K sold.

Broadview Advisors first reported a position in PRU in Q2 2013 and held it in 4 quarters. The position peaked at $643K in Q3 2013. 995 funds tracked by Wall St. Rank hold PRU as of Q2 2019.

Broadview Advisors reported no remaining Prudential Financial position as of Q2 2019 after selling out during the quarter.
Broadview Advisors sold 4,900 Prudential Financial shares in Q2 2019, an estimated $450K.
Broadview Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 4 quarters.
Broadview Advisors's Prudential Financial position peaked at $643K in Q3 2013.
995 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.