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Elite Wealth Management’s Prudential Financial PRU Stock Holding History

Elite 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
2014
Q1 		– Sell
-51
Closed -$5K – 590
2013
Q4 		$5K Buy
+51
New +$4.35K ﹤0.01% 473

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State Street
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Norges Bank
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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Elite Wealth Management's PRU Position: Q1 2014 in Review

Elite Wealth Management sold out of Prudential Financial (PRU) in Q1 2014, closing a stake of 51 shares — an estimated $5K sold.

Elite Wealth Management first reported a position in PRU in Q4 2013 and held it in 1 quarter. The position peaked at $5K in Q4 2013. 704 funds tracked by Wall St. Rank hold PRU as of Q1 2014.

  • Elite Wealth Management reported no remaining Prudential Financial position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 51 Prudential Financial shares in Q1 2014, an estimated $5K.
  • Elite Wealth Management first reported a position in Prudential Financial in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Prudential Financial position peaked at $5K in Q4 2013.
  • 704 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.