HFP
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Holistic Financial Partners’s Prudential PUK Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-1,755
Closed -$87K – 280
2018
Q1 		$87K Buy
1,755
+97
+6% +$4.91K 0.07% 129
2017
Q4 		$82K Buy
+1,658
New +$79K 0.07% 138

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Holistic Financial Partners's PUK Position: Q2 2018 in Review

Holistic Financial Partners sold out of Prudential (PUK) in Q2 2018, closing a stake of 1,755 shares — an estimated $87K sold.

Holistic Financial Partners first reported a position in PUK in Q4 2017 and held it in 2 quarters. The position peaked at $87K in Q1 2018. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2018.

  • Holistic Financial Partners reported no remaining Prudential position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 1,755 Prudential shares in Q2 2018, an estimated $87K.
  • Holistic Financial Partners first reported a position in Prudential in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's Prudential position peaked at $87K in Q1 2018.
  • 206 funds tracked by Wall St. Rank held Prudential as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.