Elite Wealth Management’s Prudential PUK Stock Holding History

Elite Wealth Management’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
2014 Q1	–	Sell	-140	Closed	-$6K	–	593
2013 Q4	$6K	Buy	+140	New	+$5.55K	﹤0.01%	431

Other funds holding PUK

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Elite Wealth Management sold out of Prudential (PUK) in Q1 2014, closing a stake of 140 shares — an estimated $6K sold.

Elite Wealth Management first reported a position in PUK in Q4 2013 and held it in 1 quarter. The position peaked at $6K in Q4 2013. 136 funds tracked by Wall St. Rank hold PUK as of Q1 2014.

Elite Wealth Management reported no remaining Prudential position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 140 Prudential shares in Q1 2014, an estimated $6K.
Elite Wealth Management first reported a position in Prudential in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Prudential position peaked at $6K in Q4 2013.
136 funds tracked by Wall St. Rank held Prudential as of Q1 2014.

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