Gupta Wealth Management’s Prudential PUK Stock Holding History

Gupta Wealth Management’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q1	–	Sell	-374	Closed	-$16K	–	1256
2015 Q4	$16K	Buy	+374	New	+$16.6K	﹤0.01%	742
2015 Q3	–	Sell	-656	Closed	-$31K	–	1331
2015 Q2	$31K	Sell	656 -17	-3%	-$826	0.01%	617
2015 Q1	$33K	Buy	+673	New	+$32K	0.01%	481

Other funds holding PUK

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Gupta Wealth Management sold out of Prudential (PUK) in Q1 2016, closing a stake of 374 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in PUK in Q1 2015 and held it in 3 quarters. The position peaked at $33K in Q1 2015. 165 funds tracked by Wall St. Rank hold PUK as of Q1 2016.

Gupta Wealth Management reported no remaining Prudential position as of Q1 2016 after selling out during the quarter.
Gupta Wealth Management sold 374 Prudential shares in Q1 2016, an estimated $16K.
Gupta Wealth Management first reported a position in Prudential in Q1 2015 and held it in 3 quarters.
Gupta Wealth Management's Prudential position peaked at $33K in Q1 2015.
165 funds tracked by Wall St. Rank held Prudential as of Q1 2016.

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