Clear Perspective Advisors’s Prudential Financial PRU Stock Holding History

Clear Perspective 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
2018 Q3	–	Sell	-34	Closed	-$3K	–	366
2018 Q2	$3K	Hold	34	–	–	﹤0.01%	448
2018 Q1	$4K	Hold	34	–	–	﹤0.01%	417
2017 Q4	$4K	Hold	34	–	–	﹤0.01%	402
2017 Q3	$4K	Buy	34 +1	+3%	+$107	﹤0.01%	402
2017 Q2	$4K	Hold	33	–	–	﹤0.01%	405
2017 Q1	$4K	Hold	33	–	–	﹤0.01%	363
2016 Q4	$3K	Buy	+33	New	+$3.13K	﹤0.01%	368

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Clear Perspective Advisors's PRU Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 34 shares — an estimated $3K sold.

Clear Perspective Advisors first reported a position in PRU in Q4 2016 and held it in 7 quarters. The position peaked at $4K in Q1 2018. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

Clear Perspective Advisors reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 34 Prudential Financial shares in Q3 2018, an estimated $3K.
Clear Perspective Advisors first reported a position in Prudential Financial in Q4 2016 and held it in 7 quarters.
Clear Perspective Advisors's Prudential Financial position peaked at $4K in Q1 2018.
977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.