EWM
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Executive Wealth Management’s Prudential PUK Stock Holding History

Executive 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
2019
Q3 		– Sell
-2,108
Closed -$90K – 616
2019
Q2 		$90K Buy
2,108
+43
+2% +$1.79K 0.01% 224
2019
Q1 		$81K Hold
2,065
– – 0.01% 213
2018
Q4 		$71K Buy
+2,065
New +$78.9K 0.01% 234

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Executive Wealth Management's PUK Position: Q3 2019 in Review

Executive Wealth Management sold out of Prudential (PUK) in Q3 2019, closing a stake of 2,108 shares — an estimated $90K sold.

Executive Wealth Management first reported a position in PUK in Q4 2018 and held it in 3 quarters. The position peaked at $90K in Q2 2019. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

  • Executive Wealth Management reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,108 Prudential shares in Q3 2019, an estimated $90K.
  • Executive Wealth Management first reported a position in Prudential in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's Prudential position peaked at $90K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.