Gideon Capital Advisors’s Prudential Financial PRU Stock Holding History

Gideon Capital 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
2020 Q1	–	Sell	-7,180	Closed	-$673K	–	165
2019 Q4	$673K	Buy	+7,180	New	+$659K	0.23%	144
2019 Q2	–	Sell	-8,083	Closed	-$743K	–	399
2019 Q1	$743K	Sell	8,083 -15,047	-65%	-$1.39M	0.27%	99
2018 Q4	$1.89M	Buy	+23,130	New	+$2.13M	0.77%	21
2018 Q2	–	Sell	-5,877	Closed	-$609K	–	468
2018 Q1	$609K	Sell	5,877 -8,210	-58%	-$925K	0.38%	79
2017 Q4	$1.62M	Sell	14,087 -4,330	-24%	-$486K	1.43%	2
2017 Q3	$1.96M	Buy	18,417 +15,144	+463%	+$1.62M	1.93%	2
2017 Q2	$354K	Buy	3,273 +921	+39%	+$97.8K	0.39%	105
2017 Q1	$251K	Sell	2,352 -7,873	-77%	-$850K	0.15%	304
2016 Q4	$1.06M	Buy	+10,225	New	+$969K	0.68%	8
2015 Q4	–	Sell	-11,456	Closed	-$873K	–	260
2015 Q3	$873K	Sell	11,456 -24,138	-68%	-$2.03M	0.51%	76
2015 Q2	$3.12M	Buy	+35,594	New	+$3.02M	1.29%	14
2015 Q1	–	Sell	-5,278	Closed	-$477K	–	292
2014 Q4	$477K	Sell	5,278 -30,553	-85%	-$2.62M	0.22%	123
2014 Q3	$3.15M	Buy	35,831 +11,217	+46%	+$1M	1.22%	15
2014 Q2	$2.19M	Sell	24,614 -15,874	-39%	-$1.33M	0.79%	36
2014 Q1	$3.43M	Buy	+40,488	New	+$3.48M	1.9%	5

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Gideon Capital Advisors's PRU Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 7,180 shares — an estimated $673K sold.

Gideon Capital Advisors first reported a position in PRU in Q1 2014 and held it in 15 quarters. The position peaked at $3.43M in Q1 2014. 913 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Gideon Capital Advisors reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Gideon Capital Advisors sold 7,180 Prudential Financial shares in Q1 2020, an estimated $673K.
Gideon Capital Advisors first reported a position in Prudential Financial in Q1 2014 and held it in 15 quarters.
Gideon Capital Advisors's Prudential Financial position peaked at $3.43M in Q1 2014.
913 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.