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Euclid Advisors’s Prudential PUK Stock Holding History

Euclid Advisors’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
-89,388
Closed -$3.9M – 470
2013
Q4 		$3.9M Sell
89,388
-15,929
-15% -$632K 0.03% 405
2013
Q3 		$3.81M Sell
105,317
-15,619
-13% -$544K 0.04% 370
2013
Q2 		$3.84M Buy
+120,936
New +$3.98M 0.05% 354

Other funds holding PUK

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
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
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Euclid Advisors's PUK Position: Q1 2014 in Review

Euclid Advisors sold out of Prudential (PUK) in Q1 2014, closing a stake of 89,388 shares — an estimated $3.9M sold.

Euclid Advisors first reported a position in PUK in Q2 2013 and held it in 3 quarters. The position peaked at $3.9M in Q4 2013. 136 funds tracked by Wall St. Rank hold PUK as of Q1 2014.

  • Euclid Advisors reported no remaining Prudential position as of Q1 2014 after selling out during the quarter.
  • Euclid Advisors sold 89,388 Prudential shares in Q1 2014, an estimated $3.9M.
  • Euclid Advisors first reported a position in Prudential in Q2 2013 and held it in 3 quarters.
  • Euclid Advisors's Prudential position peaked at $3.9M in Q4 2013.
  • 136 funds tracked by Wall St. Rank held Prudential as of Q1 2014.

Based on Euclid Advisors's 13F filing for Q1 2014, filed 15 May 2014.