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Gupta Wealth Management’s Prudential Financial PRU Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$62K Sell
861
-79
-8% -$5.51K 0.01% 403
2015
Q4 		$77K Sell
940
-1,401
-60% -$116K 0.02% 367
2015
Q3 		$178K Buy
2,341
+100
+4% +$8.39K 0.04% 267
2015
Q2 		$196K Buy
2,241
+218
+11% +$18.5K 0.05% 258
2015
Q1 		$162K Buy
+2,023
New +$164K 0.05% 247

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Gupta Wealth Management's PRU Position: Q1 2016 in Review

Gupta Wealth Management reduced its Prudential Financial (PRU) stake by 8.4% in Q1 2016, selling an estimated $5.51K and leaving 861 shares worth $62K. The position accounts for 0.01% of the portfolio, ranked #403.

Gupta Wealth Management first reported a position in PRU in Q1 2015 and has held it in 5 quarters since. The position peaked at $196K in Q2 2015. 759 funds tracked by Wall St. Rank hold PRU as of Q1 2016.

  • Gupta Wealth Management held 861 shares of Prudential Financial worth $62K as of Q1 2016.
  • Gupta Wealth Management sold 79 Prudential Financial shares in Q1 2016, an estimated $5.51K.
  • Prudential Financial made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #403 holding.
  • Gupta Wealth Management first reported a position in Prudential Financial in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Prudential Financial position peaked at $196K in Q2 2015.
  • 759 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.