FGC
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Financial Gravity Companies’s Prudential PUK Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$0 Buy
+11
New +$421 ﹤0.01% 1487
2018
Q1 		$2K Sell
31
-47
-60% -$2.38K ﹤0.01% 994
2017
Q4 		$4K Buy
+78
New +$3.71K ﹤0.01% 783

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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Financial Gravity Companies's PUK Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Prudential (PUK) in Q4 2018: 11 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1487 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PUK as recently as Q1 2018.

Financial Gravity Companies first reported a position in PUK in Q4 2017 and has held it in 3 quarters since. The position peaked at $4K in Q4 2017. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

  • Financial Gravity Companies held 11 shares of Prudential worth $0 as of Q4 2018.
  • Prudential was a new Financial Gravity Companies position in Q4 2018.
  • Prudential made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1487 holding.
  • Financial Gravity Companies first reported a position in Prudential in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Prudential position peaked at $4K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.