FDO Partners’s Prudential Financial PRU Stock Holding History

FDO Partners’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
2017 Q4	–	Sell	-2,002	Closed	-$213K	–	245
2017 Q3	$213K	Sell	2,002 -6,593	-77%	-$705K	0.09%	205
2017 Q2	$929K	Buy	+8,595	New	+$913K	0.2%	175
2016 Q4	–	Sell	-12,625	Closed	-$1.03M	–	256
2016 Q3	$1.03M	Buy	+12,625	New	+$969K	0.44%	98
2016 Q2	–	Sell	-3,074	Closed	-$222K	–	268
2016 Q1	$222K	Buy	+3,074	New	+$214K	0.14%	227

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FDO Partners's PRU Position: Q4 2017 in Review

FDO Partners sold out of Prudential Financial (PRU) in Q4 2017, closing a stake of 2,002 shares — an estimated $213K sold.

FDO Partners first reported a position in PRU in Q1 2016 and held it in 4 quarters. The position peaked at $1.03M in Q3 2016. 963 funds tracked by Wall St. Rank hold PRU as of Q4 2017.

FDO Partners reported no remaining Prudential Financial position as of Q4 2017 after selling out during the quarter.
FDO Partners sold 2,002 Prudential Financial shares in Q4 2017, an estimated $213K.
FDO Partners first reported a position in Prudential Financial in Q1 2016 and held it in 4 quarters.
FDO Partners's Prudential Financial position peaked at $1.03M in Q3 2016.
963 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2017.

Based on FDO Partners's 13F filing for Q4 2017, filed 13 Feb 2018.