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Credential Securities’s Prudential PUK Stock Holding History

Credential Securities’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
Q2 		$8.91M Buy
201,012
+19,552
+11% +$955K 2.02% 14
2018
Q1 		$9M Buy
181,460
+26,818
+17% +$1.36M 2.15% 11
2017
Q4 		$7.61M Buy
154,642
+21,122
+16% +$1.01M 1.84% 14
2017
Q3 		$6.21M Buy
133,520
+17,820
+15% +$814K 1.66% 14
2017
Q2 		$5.18M Buy
115,700
+18,187
+19% +$786K 1.58% 14
2017
Q1 		$4M Buy
97,513
+23,989
+33% +$943K 1.4% 19
2016
Q4 		$2.84M Buy
73,524
+36,958
+101% +$1.33M 1.13% 24
2016
Q3 		$1.27M Buy
36,566
+12,751
+54% +$440K 0.57% 48
2016
Q2 		$786K Buy
23,815
+5,867
+33% +$216K 0.41% 79
2016
Q1 		$647K Buy
17,948
+385
+2% +$13.9K 0.37% 85
2015
Q4 		$768K Buy
17,563
+4,843
+38% +$216K 0.5% 63
2015
Q3 		$520K Sell
12,720
-4,579
-26% -$204K 0.36% 84
2015
Q2 		$815K Buy
17,299
+220
+1% +$10.7K 0.51% 57
2015
Q1 		$826K Buy
17,079
+827
+5% +$39.3K 0.54% 51
2014
Q4 		$728K Buy
16,252
+496
+3% +$22.1K 0.47% 64
2014
Q3 		$701K Sell
15,756
-2,984
-16% -$135K 0.47% 60
2014
Q2 		$833K Buy
18,740
+1,542
+9% +$68.4K 0.55% 45
2014
Q1 		$709K Buy
+17,198
New +$734K 0.53% 48

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Credential Securities's PUK Position: Q2 2018 in Review

Credential Securities increased its Prudential (PUK) stake by 11% in Q2 2018, buying an estimated $955K and bringing the position to 201,012 shares worth $8.91M. The position accounts for 2.02% of the portfolio, ranked #14.

Credential Securities first reported a position in PUK in Q1 2014 and has held it in 18 quarters since. The position peaked at $9M in Q1 2018. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2018.

  • Credential Securities held 201,012 shares of Prudential worth $8.91M as of Q2 2018.
  • Credential Securities bought 19,552 Prudential shares in Q2 2018, an estimated $955K.
  • Prudential made up 2.02% of Credential Securities's portfolio in Q2 2018, its #14 holding.
  • Credential Securities first reported a position in Prudential in Q1 2014 and has held it in 18 quarters since.
  • Credential Securities's Prudential position peaked at $9M in Q1 2018.
  • 206 funds tracked by Wall St. Rank held Prudential as of Q2 2018.

Based on Credential Securities's 13F filing for Q2 2018, filed 21 Jul 2025.