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Clearwater Capital Advisors’s Prudential Financial PRU Stock Holding History

Clearwater Capital 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
Q2 		– Sell
-640
Closed -$66K – 462
2018
Q1 		$66K Buy
+640
New +$72.1K 0.01% 273

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State Street
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Clearwater Capital Advisors's PRU Position: Q2 2018 in Review

Clearwater Capital Advisors sold out of Prudential Financial (PRU) in Q2 2018, closing a stake of 640 shares — an estimated $66K sold.

Clearwater Capital Advisors first reported a position in PRU in Q1 2018 and held it in 1 quarter. The position peaked at $66K in Q1 2018. 975 funds tracked by Wall St. Rank hold PRU as of Q2 2018.

  • Clearwater Capital Advisors reported no remaining Prudential Financial position as of Q2 2018 after selling out during the quarter.
  • Clearwater Capital Advisors sold 640 Prudential Financial shares in Q2 2018, an estimated $66K.
  • Clearwater Capital Advisors first reported a position in Prudential Financial in Q1 2018 and held it in 1 quarter.
  • Clearwater Capital Advisors's Prudential Financial position peaked at $66K in Q1 2018.
  • 975 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2018.

Based on Clearwater Capital Advisors's 13F filing for Q2 2018, filed 16 Aug 2018.