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Gary Goldberg Planning Services’s Prudential Financial PRU Stock Holding History

Gary Goldberg Planning Services’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
2014
Q4 		$22K Buy
244
+111
+83% +$9.54K 0.01% 291
2014
Q3 		$12K Buy
133
+17
+15% +$1.52K 0.01% 364
2014
Q2 		$10K Sell
116
-123
-51% -$10.3K ﹤0.01% 352
2014
Q1 		$20K Buy
239
+117
+96% +$10.1K 0.01% 275
2013
Q4 		$11K Buy
122
+1
+0.8% +$85 0.01% 282
2013
Q3 		$9K Hold
121
– – 0.01% 296
2013
Q2 		$9K Buy
+121
New +$7.84K 0.01% 308

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Gary Goldberg Planning Services's PRU Position: Q4 2014 in Review

Gary Goldberg Planning Services increased its Prudential Financial (PRU) stake by 83% in Q4 2014, buying an estimated $9.54K and bringing the position to 244 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #291.

Gary Goldberg Planning Services first reported a position in PRU in Q2 2013 and has held it in 7 quarters since. 755 funds tracked by Wall St. Rank hold PRU as of Q4 2014.

  • Gary Goldberg Planning Services held 244 shares of Prudential Financial worth $22K as of Q4 2014.
  • Gary Goldberg Planning Services bought 111 Prudential Financial shares in Q4 2014, an estimated $9.54K.
  • Prudential Financial made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #291 holding.
  • Gary Goldberg Planning Services first reported a position in Prudential Financial in Q2 2013 and has held it in 7 quarters since.
  • 755 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.