Grimes & Company’s Prudential Financial PRU Stock Holding History

Grimes & Company’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
2018 Q2	–	Sell	-2,317	Closed	-$240K	–	249
2018 Q1	$240K	Buy	+2,317	New	+$261K	0.02%	206
2016 Q1	–	Sell	-2,653	Closed	-$216K	–	206
2015 Q4	$216K	Buy	+2,653	New	+$219K	0.03%	180

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Grimes & Company's PRU Position: Q2 2018 in Review

Grimes & Company sold out of Prudential Financial (PRU) in Q2 2018, closing a stake of 2,317 shares — an estimated $240K sold.

Grimes & Company first reported a position in PRU in Q4 2015 and held it in 2 quarters. The position peaked at $240K in Q1 2018. 975 funds tracked by Wall St. Rank hold PRU as of Q2 2018.

Grimes & Company reported no remaining Prudential Financial position as of Q2 2018 after selling out during the quarter.
Grimes & Company sold 2,317 Prudential Financial shares in Q2 2018, an estimated $240K.
Grimes & Company first reported a position in Prudential Financial in Q4 2015 and held it in 2 quarters.
Grimes & Company's Prudential Financial position peaked at $240K in Q1 2018.
975 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2018.

Based on Grimes & Company's 13F filing for Q2 2018, filed 10 Aug 2018.