Ground Swell Capital’s Prudential Financial PRU Stock Holding History

Ground Swell Capital’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 Q3	$78K	Buy	887 +369	+71%	+$33K	0.15%	129
2014 Q2	$46K	Buy	+518	New	+$43.6K	0.09%	166

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

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

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 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

Ground Swell Capital's PRU Position: Q3 2014 in Review

Ground Swell Capital increased its Prudential Financial (PRU) stake by 71% in Q3 2014, buying an estimated $33K and bringing the position to 887 shares worth $78K. The position accounts for 0.15% of the portfolio, ranked #129.

Ground Swell Capital first reported a position in PRU in Q2 2014 and has held it in 2 quarters since. 733 funds tracked by Wall St. Rank hold PRU as of Q3 2014.

Ground Swell Capital held 887 shares of Prudential Financial worth $78K as of Q3 2014.
Ground Swell Capital bought 369 Prudential Financial shares in Q3 2014, an estimated $33K.
Prudential Financial made up 0.15% of Ground Swell Capital's portfolio in Q3 2014, its #129 holding.
Ground Swell Capital first reported a position in Prudential Financial in Q2 2014 and has held it in 2 quarters since.
733 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.