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Contravisory Investment Management’s Prudential PUK Stock Holding History

Contravisory Investment Management’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
2018
Q3 		– Sell
-87,810
Closed -$3.89M – 356
2018
Q2 		$3.89M Sell
87,810
-871
-1% -$42.5K 1.42% 38
2018
Q1 		$4.4M Sell
88,681
-2,192
-2% -$111K 1.62% 32
2017
Q4 		$4.48M Buy
+90,873
New +$4.33M 1.62% 32

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Contravisory Investment Management's PUK Position: Q3 2018 in Review

Contravisory Investment Management sold out of Prudential (PUK) in Q3 2018, closing a stake of 87,810 shares — an estimated $3.89M sold.

Contravisory Investment Management first reported a position in PUK in Q4 2017 and held it in 3 quarters. The position peaked at $4.48M in Q4 2017. 211 funds tracked by Wall St. Rank hold PUK as of Q3 2018.

  • Contravisory Investment Management reported no remaining Prudential position as of Q3 2018 after selling out during the quarter.
  • Contravisory Investment Management sold 87,810 Prudential shares in Q3 2018, an estimated $3.89M.
  • Contravisory Investment Management first reported a position in Prudential in Q4 2017 and held it in 3 quarters.
  • Contravisory Investment Management's Prudential position peaked at $4.48M in Q4 2017.
  • 211 funds tracked by Wall St. Rank held Prudential as of Q3 2018.

Based on Contravisory Investment Management's 13F filing for Q3 2018, filed 11 Oct 2018.