Burt Wealth Advisors’s Prudential PUK Stock Holding History

Burt 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
2016 Q2	–	Sell	-23	Closed	-$1K	–	528
2016 Q1	$1K	Buy	+23	New	+$833	﹤0.01%	543

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Burt Wealth Advisors's PUK Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Prudential (PUK) in Q2 2016, closing a stake of 23 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in PUK in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 153 funds tracked by Wall St. Rank hold PUK as of Q2 2016.

Burt Wealth Advisors reported no remaining Prudential position as of Q2 2016 after selling out during the quarter.
Burt Wealth Advisors sold 23 Prudential shares in Q2 2016, an estimated $1K.
Burt Wealth Advisors first reported a position in Prudential in Q1 2016 and held it in 1 quarter.
Burt Wealth Advisors's Prudential position peaked at $1K in Q1 2016.
153 funds tracked by Wall St. Rank held Prudential as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.