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FinTrust Investment Advisory Services’s Prudential Financial PRU Stock Holding History

FinTrust Investment Advisory Services’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
2018
Q1 		$230K Buy
2,217
+3
+0.1% +$338 0.21% 101
2017
Q4 		$255K Buy
2,214
+3
+0.1% +$337 0.22% 91
2017
Q3 		$235K Buy
+2,211
New +$236K 0.23% 95

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Investment Advisory Services's PRU Position: Q1 2018 in Review

FinTrust Investment Advisory Services increased its Prudential Financial (PRU) stake by 0.14% in Q1 2018, buying an estimated $338 and bringing the position to 2,217 shares worth $230K. The position accounts for 0.21% of the portfolio, ranked #101.

FinTrust Investment Advisory Services first reported a position in PRU in Q3 2017 and has held it in 3 quarters since. The position peaked at $255K in Q4 2017. 989 funds tracked by Wall St. Rank hold PRU as of Q1 2018.

  • FinTrust Investment Advisory Services held 2,217 shares of Prudential Financial worth $230K as of Q1 2018.
  • FinTrust Investment Advisory Services bought 3 Prudential Financial shares in Q1 2018, an estimated $338.
  • Prudential Financial made up 0.21% of FinTrust Investment Advisory Services's portfolio in Q1 2018, its #101 holding.
  • FinTrust Investment Advisory Services first reported a position in Prudential Financial in Q3 2017 and has held it in 3 quarters since.
  • FinTrust Investment Advisory Services's Prudential Financial position peaked at $255K in Q4 2017.
  • 989 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2018.

Based on FinTrust Investment Advisory Services's 13F filing for Q1 2018, filed 20 Apr 2018.