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EisnerAmper Wealth Management Corporate Benefits’s Prudential PUK Stock Holding History

EisnerAmper Wealth Management Corporate Benefits’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
2015
Q4 		– Sell
-8,670
Closed -$354K – 62
2015
Q3 		$354K Buy
+8,670
New +$386K 0.25% 84

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Wells Fargo
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SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

EisnerAmper Wealth Management Corporate Benefits's PUK Position: Q4 2015 in Review

EisnerAmper Wealth Management Corporate Benefits sold out of Prudential (PUK) in Q4 2015, closing a stake of 8,670 shares — an estimated $354K sold.

EisnerAmper Wealth Management Corporate Benefits first reported a position in PUK in Q3 2015 and held it in 1 quarter. The position peaked at $354K in Q3 2015. 168 funds tracked by Wall St. Rank hold PUK as of Q4 2015.

  • EisnerAmper Wealth Management Corporate Benefits reported no remaining Prudential position as of Q4 2015 after selling out during the quarter.
  • EisnerAmper Wealth Management Corporate Benefits sold 8,670 Prudential shares in Q4 2015, an estimated $354K.
  • EisnerAmper Wealth Management Corporate Benefits first reported a position in Prudential in Q3 2015 and held it in 1 quarter.
  • EisnerAmper Wealth Management Corporate Benefits's Prudential position peaked at $354K in Q3 2015.
  • 168 funds tracked by Wall St. Rank held Prudential as of Q4 2015.

Based on EisnerAmper Wealth Management Corporate Benefits's 13F filing for Q4 2015, filed 4 Jan 2016.