Guardian Investor Services’s Prudential Financial PRU Stock Holding History

Guardian Investor 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
2015 Q1	$252K	Sell	3,136 -39	-1%	-$3.16K	0.2%	124
2014 Q4	$287K	Sell	3,175 -88	-3%	-$7.56K	0.23%	112
2014 Q3	$287K	Sell	3,263 -181	-5%	-$16.2K	0.23%	106
2014 Q2	$306K	Sell	3,444 -127	-4%	-$10.7K	0.24%	104
2014 Q1	$302K	Sell	3,571 -163	-4%	-$14K	0.23%	105
2013 Q4	$344K	Hold	3,734	–	–	0.26%	91
2013 Q3	$291K	Sell	3,734 -44	-1%	-$3.45K	0.24%	94
2013 Q2	$276K	Buy	+3,778	New	+$245K	0.24%	99

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

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

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

Guardian Investor Services's PRU Position: Q1 2015 in Review

Guardian Investor Services reduced its Prudential Financial (PRU) stake by 1.2% in Q1 2015, selling an estimated $3.16K and leaving 3,136 shares worth $252K. The position accounts for 0.2% of the portfolio, ranked #124.

Guardian Investor Services first reported a position in PRU in Q2 2013 and has held it in 8 quarters since. The position peaked at $344K in Q4 2013. 742 funds tracked by Wall St. Rank hold PRU as of Q1 2015.

Guardian Investor Services held 3,136 shares of Prudential Financial worth $252K as of Q1 2015.
Guardian Investor Services sold 39 Prudential Financial shares in Q1 2015, an estimated $3.16K.
Prudential Financial made up 0.2% of Guardian Investor Services's portfolio in Q1 2015, its #124 holding.
Guardian Investor Services first reported a position in Prudential Financial in Q2 2013 and has held it in 8 quarters since.
Guardian Investor Services's Prudential Financial position peaked at $344K in Q4 2013.
742 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2015.

Based on Guardian Investor Services's 13F filing for Q1 2015, filed 5 May 2015.