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Crow Point Partners’s Prudential Financial PRU Stock Holding History

Crow Point Partners’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
Q3 		– Sell
-743
Closed -$81K – 275
2017
Q2 		$81K Sell
743
-363
-33% -$38.5K 0.01% 163
2017
Q1 		$119K Buy
1,106
+244
+28% +$26.3K 0.02% 171
2016
Q4 		$90K Sell
862
-2,238
-72% -$212K 0.01% 165
2016
Q3 		$248K Buy
+3,100
New +$238K 0.04% 132
2015
Q3 		$521K Sell
6,830
-245
-3% -$20.6K 0.08% 100
2015
Q2 		$619K Buy
7,075
+325
+5% +$27.6K 0.09% 99
2015
Q1 		$542K Buy
+6,750
New +$547K 0.07% 107
2014
Q3 		$532K Buy
6,050
+710
+13% +$63.5K 0.07% 124
2014
Q2 		$452K Hold
5,340
– – 0.06% 129
2014
Q1 		$452K Buy
+5,340
New +$460K 0.06% 129

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Crow Point Partners's PRU Position: Q3 2017 in Review

Crow Point Partners sold out of Prudential Financial (PRU) in Q3 2017, closing a stake of 743 shares — an estimated $81K sold.

Crow Point Partners first reported a position in PRU in Q1 2014 and held it in 10 quarters. The position peaked at $619K in Q2 2015. 884 funds tracked by Wall St. Rank hold PRU as of Q3 2017.

  • Crow Point Partners reported no remaining Prudential Financial position as of Q3 2017 after selling out during the quarter.
  • Crow Point Partners sold 743 Prudential Financial shares in Q3 2017, an estimated $81K.
  • Crow Point Partners first reported a position in Prudential Financial in Q1 2014 and held it in 10 quarters.
  • Crow Point Partners's Prudential Financial position peaked at $619K in Q2 2015.
  • 884 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2017.

Based on Crow Point Partners's 13F filing for Q3 2017, filed 5 Oct 2017.