FIM
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Freedom Investment Management’s Prudential PUK Stock Holding History

Freedom Investment Management’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
Q3 		– Sell
-5,283
Closed -$236K – 1137
2017
Q2 		$236K Sell
5,283
-263
-5% -$11.4K 0.01% 912
2017
Q1 		$228K Buy
+5,546
New +$218K 0.01% 910

Other funds holding PUK

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Freedom Investment Management's PUK Position: Q3 2017 in Review

Freedom Investment Management sold out of Prudential (PUK) in Q3 2017, closing a stake of 5,283 shares — an estimated $236K sold.

Freedom Investment Management first reported a position in PUK in Q1 2017 and held it in 2 quarters. The position peaked at $236K in Q2 2017. 188 funds tracked by Wall St. Rank hold PUK as of Q3 2017.

  • Freedom Investment Management reported no remaining Prudential position as of Q3 2017 after selling out during the quarter.
  • Freedom Investment Management sold 5,283 Prudential shares in Q3 2017, an estimated $236K.
  • Freedom Investment Management first reported a position in Prudential in Q1 2017 and held it in 2 quarters.
  • Freedom Investment Management's Prudential position peaked at $236K in Q2 2017.
  • 188 funds tracked by Wall St. Rank held Prudential as of Q3 2017.

Based on Freedom Investment Management's 13F filing for Q3 2017, filed 3 Oct 2017.