HRIA
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Haberer Registered Investment Advisor’s Prudential PUK Stock Holding History

Haberer Registered Investment Advisor’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
2014
Q3 		– Sell
-39
Closed -$2K – 416
2014
Q2 		$2K Hold
39
– – ﹤0.01% 384
2014
Q1 		$2K Hold
39
– – ﹤0.01% 365
2013
Q4 		$2K Hold
39
– – ﹤0.01% 381
2013
Q3 		$1K Buy
+39
New +$1.36K ﹤0.01% 422

Other funds holding PUK

SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Haberer Registered Investment Advisor's PUK Position: Q3 2014 in Review

Haberer Registered Investment Advisor sold out of Prudential (PUK) in Q3 2014, closing a stake of 39 shares — an estimated $2K sold.

Haberer Registered Investment Advisor first reported a position in PUK in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2014. 140 funds tracked by Wall St. Rank hold PUK as of Q3 2014.

  • Haberer Registered Investment Advisor reported no remaining Prudential position as of Q3 2014 after selling out during the quarter.
  • Haberer Registered Investment Advisor sold 39 Prudential shares in Q3 2014, an estimated $2K.
  • Haberer Registered Investment Advisor first reported a position in Prudential in Q3 2013 and held it in 4 quarters.
  • Haberer Registered Investment Advisor's Prudential position peaked at $2K in Q2 2014.
  • 140 funds tracked by Wall St. Rank held Prudential as of Q3 2014.

Based on Haberer Registered Investment Advisor's 13F filing for Q3 2014, filed 7 Oct 2014.