Doyle Wealth Management’s Prudential Financial PRU Stock Holding History

Doyle Wealth Management’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
2019 Q3	–	Sell	-1,491	Closed	-$151K	–	607
2019 Q2	$151K	Buy	+1,491	New	+$149K	0.02%	224
2019 Q1	–	Sell	-2,000	Closed	-$163K	–	592
2018 Q4	$163K	Buy	+2,000	New	+$184K	0.03%	192

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Doyle Wealth Management's PRU Position: Q3 2019 in Review

Doyle Wealth Management sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 1,491 shares — an estimated $151K sold.

Doyle Wealth Management first reported a position in PRU in Q4 2018 and held it in 2 quarters. The position peaked at $163K in Q4 2018. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

Doyle Wealth Management reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 1,491 Prudential Financial shares in Q3 2019, an estimated $151K.
Doyle Wealth Management first reported a position in Prudential Financial in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's Prudential Financial position peaked at $163K in Q4 2018.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.