Edge Wealth Management’s Prudential Financial PRU Stock Holding History

Edge 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
2016 Q1	–	Sell	-413	Closed	-$34K	–	483
2015 Q4	$34K	Hold	413	–	–	0.01%	213
2015 Q3	$31K	Hold	413	–	–	0.01%	213
2015 Q2	$36K	Buy	413 +13	+3%	+$1.1K	0.01%	208
2015 Q1	$32K	Hold	400	–	–	0.01%	219
2014 Q4	$36K	Hold	400	–	–	0.01%	220
2014 Q3	$35K	Hold	400	–	–	0.01%	221
2014 Q2	$36K	Hold	400	–	–	0.02%	207
2014 Q1	$34K	Hold	400	–	–	0.01%	199
2013 Q4	$37K	Buy	400 +125	+45%	+$10.7K	0.02%	179
2013 Q3	$21K	Hold	275	–	–	0.01%	195
2013 Q2	$20K	Buy	+275	New	+$17.8K	0.01%	188

Other funds holding PRU

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

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

Norges Bank Oslo, Norway $935B AUM

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 Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Edge Wealth Management's PRU Position: Q1 2016 in Review

Edge Wealth Management sold out of Prudential Financial (PRU) in Q1 2016, closing a stake of 413 shares — an estimated $34K sold.

Edge Wealth Management first reported a position in PRU in Q2 2013 and held it in 11 quarters. The position peaked at $37K in Q4 2013. 758 funds tracked by Wall St. Rank hold PRU as of Q1 2016.

Edge Wealth Management reported no remaining Prudential Financial position as of Q1 2016 after selling out during the quarter.
Edge Wealth Management sold 413 Prudential Financial shares in Q1 2016, an estimated $34K.
Edge Wealth Management first reported a position in Prudential Financial in Q2 2013 and held it in 11 quarters.
Edge Wealth Management's Prudential Financial position peaked at $37K in Q4 2013.
758 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.