Concert Wealth Management’s Prudential Financial PRU Stock Holding History

Concert 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
2017 Q2	–	Sell	-13,323	Closed	-$1.38M	–	372
2017 Q1	$1.38M	Sell	13,323 -766	-5%	-$82.7K	0.31%	91
2016 Q4	$1.46M	Buy	14,089 +1,447	+11%	+$137K	0.32%	80
2016 Q3	$1.02M	Buy	12,642 +192	+2%	+$14.7K	0.12%	216
2016 Q2	$879K	Buy	12,450 +42	+0.3%	+$3.17K	0.12%	228
2016 Q1	$885K	Sell	12,408 -141	-1%	-$9.83K	0.12%	220
2015 Q4	$1.01M	Sell	12,549 -187	-1%	-$15.5K	0.14%	186
2015 Q3	$976K	Buy	12,736 +288	+2%	+$24.2K	0.13%	200
2015 Q2	$1.1M	Sell	12,448 -724	-5%	-$61.4K	0.14%	184
2015 Q1	$867K	Buy	13,172 +256	+2%	+$20.7K	0.25%	107
2014 Q4	$1.17M	Sell	12,916 -422	-3%	-$36.3K	0.18%	143
2014 Q3	$1.18M	Sell	13,338 -294	-2%	-$26.3K	0.16%	106
2014 Q2	$1.14M	Buy	13,632 +240	+2%	+$20.2K	0.14%	116
2014 Q1	$1.12M	Buy	13,392 +157	+1%	+$13.5K	0.14%	118
2013 Q4	$1.21M	Sell	13,235 -1,478	-10%	-$126K	0.15%	106
2013 Q3	$1.16M	Sell	14,713 -655	-4%	-$51.4K	0.16%	101
2013 Q2	$1.11M	Buy	+15,368	New	+$996K	0.17%	89

Other funds holding PRU

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Concert Wealth Management's PRU Position: Q2 2017 in Review

Concert Wealth Management sold out of Prudential Financial (PRU) in Q2 2017, closing a stake of 13,323 shares — an estimated $1.38M sold.

Concert Wealth Management first reported a position in PRU in Q2 2013 and held it in 16 quarters. The position peaked at $1.46M in Q4 2016. 880 funds tracked by Wall St. Rank hold PRU as of Q2 2017.

Concert Wealth Management reported no remaining Prudential Financial position as of Q2 2017 after selling out during the quarter.
Concert Wealth Management sold 13,323 Prudential Financial shares in Q2 2017, an estimated $1.38M.
Concert Wealth Management first reported a position in Prudential Financial in Q2 2013 and held it in 16 quarters.
Concert Wealth Management's Prudential Financial position peaked at $1.46M in Q4 2016.
880 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2017.

Based on Concert Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.