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Cornerstone Advisors (Washington)’s Prudential PUK Stock Holding History

Cornerstone Advisors (Washington)’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
2019
Q3 		– Sell
-1,574
Closed -$67K – 1232
2019
Q2 		$67K Buy
1,574
+171
+12% +$7.12K 0.01% 320
2019
Q1 		$55K Buy
1,403
+458
+48% +$17.7K 0.01% 332
2018
Q4 		$32K Buy
945
+1
+0.1% +$38 0.01% 403
2018
Q3 		$42K Buy
944
+15
+2% +$663 0.03% 360
2018
Q2 		$41K Buy
929
+140
+18% +$6.83K 0.03% 347
2018
Q1 		$39K Hold
789
– – 0.03% 350
2017
Q4 		$39K Buy
789
+101
+15% +$4.81K 0.03% 329
2017
Q3 		$32K Buy
688
+67
+11% +$3.06K 0.02% 370
2017
Q2 		$28K Hold
621
– – 0.02% 416
2017
Q1 		$26K Hold
621
– – 0.01% 429
2016
Q4 		$24K Hold
621
– – 0.02% 440
2016
Q3 		$21K Hold
621
– – 0.02% 484
2016
Q2 		$20K Hold
621
– – 0.02% 282
2016
Q1 		$22K Buy
621
+64
+11% +$2.32K 0.02% 274
2015
Q4 		$24K Hold
557
– – 0.03% 288
2015
Q3 		$23K Sell
557
-65
-10% -$2.89K 0.02% 297
2015
Q2 		$29K Hold
622
– – 0.02% 214
2015
Q1 		$30K Hold
622
– – 0.02% 241
2014
Q4 		$28K Buy
622
+65
+12% +$2.9K 0.02% 238
2014
Q3 		$24K Hold
557
– – 0.02% 120
2014
Q2 		$25K Hold
557
– – 0.02% 130
2014
Q1 		$23K Hold
557
– – 0.03% 126
2013
Q4 		$24K Hold
557
– – 0.03% 96
2013
Q3 		$20K Hold
557
– – 0.03% 102
2013
Q2 		$18K Buy
+557
New +$18.3K 0.04% 65

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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Cornerstone Advisors (Washington)'s PUK Position: Q3 2019 in Review

Cornerstone Advisors (Washington) sold out of Prudential (PUK) in Q3 2019, closing a stake of 1,574 shares — an estimated $67K sold.

Cornerstone Advisors (Washington) first reported a position in PUK in Q2 2013 and held it in 25 quarters. The position peaked at $67K in Q2 2019. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

  • Cornerstone Advisors (Washington) reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 1,574 Prudential shares in Q3 2019, an estimated $67K.
  • Cornerstone Advisors (Washington) first reported a position in Prudential in Q2 2013 and held it in 25 quarters.
  • Cornerstone Advisors (Washington)'s Prudential position peaked at $67K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q3 2019, filed 23 Oct 2019.