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Heritage Wealth Advisors’s Prudential PUK Stock Holding History

Heritage Wealth Advisors’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
2019
Q2 		– Sell
-209
Closed -$8.16K – 478
2019
Q1 		$8.16K Hold
209
– – ﹤0.01% 368
2018
Q4 		$7K Hold
209
– – ﹤0.01% 329
2018
Q3 		$9K Buy
+209
New +$9.24K ﹤0.01% 309

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Heritage Wealth Advisors's PUK Position: Q2 2019 in Review

Heritage Wealth Advisors sold out of Prudential (PUK) in Q2 2019, closing a stake of 209 shares — an estimated $8.16K sold.

Heritage Wealth Advisors first reported a position in PUK in Q3 2018 and held it in 3 quarters. The position peaked at $9K in Q3 2018. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

  • Heritage Wealth Advisors reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 209 Prudential shares in Q2 2019, an estimated $8.16K.
  • Heritage Wealth Advisors first reported a position in Prudential in Q3 2018 and held it in 3 quarters.
  • Heritage Wealth Advisors's Prudential position peaked at $9K in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Heritage Wealth Advisors's 13F filing for Q2 2019, filed 5 Aug 2019.