Fusion Investment Group’s Prudential Financial PRU Stock Holding History

Fusion Investment Group’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
2015 Q3	–	Sell	-1,300	Closed	-$114K	–	188
2015 Q2	$114K	Buy	+1,300	New	+$110K	0.09%	116
2014 Q4	–	Sell	-2,500	Closed	-$220K	–	179
2014 Q3	$220K	Sell	2,500 -1,500	-38%	-$134K	0.19%	75
2014 Q2	$355K	Sell	4,000 -1,000	-20%	-$84.1K	0.31%	56
2014 Q1	$423K	Hold	5,000	–	–	0.43%	39
2013 Q4	$461K	Buy	+5,000	New	+$427K	0.34%	66

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fusion Investment Group's PRU Position: Q3 2015 in Review

Fusion Investment Group sold out of Prudential Financial (PRU) in Q3 2015, closing a stake of 1,300 shares — an estimated $114K sold.

Fusion Investment Group first reported a position in PRU in Q4 2013 and held it in 5 quarters. The position peaked at $461K in Q4 2013. 774 funds tracked by Wall St. Rank hold PRU as of Q3 2015.

Fusion Investment Group reported no remaining Prudential Financial position as of Q3 2015 after selling out during the quarter.
Fusion Investment Group sold 1,300 Prudential Financial shares in Q3 2015, an estimated $114K.
Fusion Investment Group first reported a position in Prudential Financial in Q4 2013 and held it in 5 quarters.
Fusion Investment Group's Prudential Financial position peaked at $461K in Q4 2013.
774 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2015.

Based on Fusion Investment Group's 13F filing for Q3 2015, filed 16 Nov 2015.