First Heartland Consultants’s Prudential Financial PRU Stock Holding History

First Heartland Consultants’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
2016 Q4	–	Sell	-2,474	Closed	-$202K	–	344
2016 Q3	$202K	Buy	+2,474	New	+$190K	0.06%	302
2015 Q1	–	Sell	-8,319	Closed	-$753K	–	268
2014 Q4	$753K	Buy	8,319 +455	+6%	+$39.1K	0.31%	93
2014 Q3	$692K	Sell	7,864 -89	-1%	-$7.96K	0.3%	97
2014 Q2	$706K	Buy	7,953 +307	+4%	+$25.8K	0.32%	93
2014 Q1	$647K	Buy	7,646 +2,049	+37%	+$176K	0.32%	94
2013 Q4	$516K	Buy	5,597 +235	+4%	+$20.1K	0.29%	99
2013 Q3	$419K	Buy	+5,362	New	+$421K	0.25%	122

Other funds holding PRU

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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

First Heartland Consultants's PRU Position: Q4 2016 in Review

First Heartland Consultants sold out of Prudential Financial (PRU) in Q4 2016, closing a stake of 2,474 shares — an estimated $202K sold.

First Heartland Consultants first reported a position in PRU in Q3 2013 and held it in 7 quarters. The position peaked at $753K in Q4 2014. 848 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

First Heartland Consultants reported no remaining Prudential Financial position as of Q4 2016 after selling out during the quarter.
First Heartland Consultants sold 2,474 Prudential Financial shares in Q4 2016, an estimated $202K.
First Heartland Consultants first reported a position in Prudential Financial in Q3 2013 and held it in 7 quarters.
First Heartland Consultants's Prudential Financial position peaked at $753K in Q4 2014.
848 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on First Heartland Consultants's 13F filing for Q4 2016, filed 16 Feb 2017.