DCLA
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Douglas C. Lane & Associates’s Prudential Financial PRU Stock Holding History

Douglas C. Lane & Associates’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
2015
Q4 		$33.1M Buy
406,216
+51,016
+14% +$4.22M 0.9% 42
2015
Q3 		$27.1M Buy
355,200
+309,721
+681% +$26M 0.77% 47
2015
Q2 		$3.98M Buy
+45,479
New +$3.86M 0.11% 127

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Douglas C. Lane & Associates's PRU Position: Q4 2015 in Review

Douglas C. Lane & Associates increased its Prudential Financial (PRU) stake by 14% in Q4 2015, buying an estimated $4.22M and bringing the position to 406,216 shares worth $33.1M. The position accounts for 0.9% of the portfolio, ranked #42.

Douglas C. Lane & Associates first reported a position in PRU in Q2 2015 and has held it in 3 quarters since. 792 funds tracked by Wall St. Rank hold PRU as of Q4 2015.

  • Douglas C. Lane & Associates held 406,216 shares of Prudential Financial worth $33.1M as of Q4 2015.
  • Douglas C. Lane & Associates bought 51,016 Prudential Financial shares in Q4 2015, an estimated $4.22M.
  • Prudential Financial made up 0.9% of Douglas C. Lane & Associates's portfolio in Q4 2015, its #42 holding.
  • Douglas C. Lane & Associates first reported a position in Prudential Financial in Q2 2015 and has held it in 3 quarters since.
  • 792 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2015.

Based on Douglas C. Lane & Associates's 13F filing for Q4 2015, filed 25 Jan 2016.