First Foundation Advisors’s Prudential Financial PRU Stock Holding History

First Foundation Advisors’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 Q3	–	Sell	-12,923	Closed	-$1.4M	–	333
2017 Q2	$1.4M	Buy	12,923 +11	+0.1%	+$1.17K	0.08%	129
2017 Q1	$1.38M	Sell	12,912 -39	-0.3%	-$4.21K	0.09%	124
2016 Q4	$1.35M	Buy	12,951 +532	+4%	+$50.4K	0.09%	124
2016 Q3	$1.01M	Hold	12,419	–	–	0.07%	134
2016 Q2	$886K	Hold	12,419	–	–	0.06%	140
2016 Q1	$897K	Sell	12,419 -250	-2%	-$17.4K	0.07%	128
2015 Q4	$1.03M	Buy	12,669 +250	+2%	+$20.7K	0.07%	125
2015 Q3	$946K	Hold	12,419	–	–	0.08%	120
2015 Q2	$1.09M	Buy	+12,419	New	+$1.05M	0.09%	111

Other funds holding PRU

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Norges Bank Oslo, Norway $935B AUM

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

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

First Foundation Advisors's PRU Position: Q3 2017 in Review

First Foundation Advisors sold out of Prudential Financial (PRU) in Q3 2017, closing a stake of 12,923 shares — an estimated $1.4M sold.

First Foundation Advisors first reported a position in PRU in Q2 2015 and held it in 9 quarters. The position peaked at $1.4M in Q2 2017. 884 funds tracked by Wall St. Rank hold PRU as of Q3 2017.

First Foundation Advisors reported no remaining Prudential Financial position as of Q3 2017 after selling out during the quarter.
First Foundation Advisors sold 12,923 Prudential Financial shares in Q3 2017, an estimated $1.4M.
First Foundation Advisors first reported a position in Prudential Financial in Q2 2015 and held it in 9 quarters.
First Foundation Advisors's Prudential Financial position peaked at $1.4M in Q2 2017.
884 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2017.

Based on First Foundation Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.