Genesis Wealth Advisors’s Prudential Financial PRU Stock Holding History

Genesis Wealth Advisors’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 Q2	$32.7K	Sell	374 -22	-6%	-$1.87K	0.03%	238
2015 Q1	$31.5K	Buy	396 +22	+6%	+$1.78K	0.03%	244
2014 Q4	$30.2K	Buy	+374	New	+$32.1K	0.02%	270

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

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

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

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

Genesis Wealth Advisors's PRU Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its Prudential Financial (PRU) stake by 5.6% in Q2 2015, selling an estimated $1.87K and leaving 374 shares worth $32.7K. The position accounts for 0.03% of the portfolio, ranked #238.

Genesis Wealth Advisors first reported a position in PRU in Q4 2014 and has held it in 3 quarters since. 791 funds tracked by Wall St. Rank hold PRU as of Q2 2015.

Genesis Wealth Advisors held 374 shares of Prudential Financial worth $32.7K as of Q2 2015.
Genesis Wealth Advisors sold 22 Prudential Financial shares in Q2 2015, an estimated $1.87K.
Prudential Financial made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #238 holding.
Genesis Wealth Advisors first reported a position in Prudential Financial in Q4 2014 and has held it in 3 quarters since.
791 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.