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Founders Financial Securities’s Prudential PUK Stock Holding History

Founders Financial Securities’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
2017
Q1 		– Sell
-16,847
Closed -$650K – 107
2016
Q4 		$650K Sell
16,847
-240
-1% -$8.62K 0.27% 48
2016
Q3 		$592K Sell
17,087
-4,243
-20% -$146K 0.25% 58
2016
Q2 		$704K Buy
+21,330
New +$785K 0.32% 50

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Founders Financial Securities's PUK Position: Q1 2017 in Review

Founders Financial Securities sold out of Prudential (PUK) in Q1 2017, closing a stake of 16,847 shares — an estimated $650K sold.

Founders Financial Securities first reported a position in PUK in Q2 2016 and held it in 3 quarters. The position peaked at $704K in Q2 2016. 167 funds tracked by Wall St. Rank hold PUK as of Q1 2017.

  • Founders Financial Securities reported no remaining Prudential position as of Q1 2017 after selling out during the quarter.
  • Founders Financial Securities sold 16,847 Prudential shares in Q1 2017, an estimated $650K.
  • Founders Financial Securities first reported a position in Prudential in Q2 2016 and held it in 3 quarters.
  • Founders Financial Securities's Prudential position peaked at $704K in Q2 2016.
  • 167 funds tracked by Wall St. Rank held Prudential as of Q1 2017.

Based on Founders Financial Securities's 13F filing for Q1 2017, filed 25 Apr 2017.