First Western Capital Management’s Prudential Financial PRU Stock Holding History

First Western Capital Management’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 Q4	–	Sell	-3,439	Closed	-$348K	–	36
2018 Q3	$348K	Sell	3,439 -393	-10%	-$38.7K	1.56%	30
2018 Q2	$358K	Buy	+3,832	New	+$387K	1.62%	30

Other funds holding PRU

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

First Western Capital Management's PRU Position: Q4 2018 in Review

First Western Capital Management sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 3,439 shares — an estimated $348K sold.

First Western Capital Management first reported a position in PRU in Q2 2018 and held it in 2 quarters. The position peaked at $358K in Q2 2018. 975 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

First Western Capital Management reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
First Western Capital Management sold 3,439 Prudential Financial shares in Q4 2018, an estimated $348K.
First Western Capital Management first reported a position in Prudential Financial in Q2 2018 and held it in 2 quarters.
First Western Capital Management's Prudential Financial position peaked at $358K in Q2 2018.
975 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on First Western Capital Management's 13F filing for Q4 2018, filed 8 Feb 2019.