Horizon Investment Services’s Prudential Financial PRU Stock Holding History

Horizon Investment Services’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
2017 Q4	–	Sell	-2,267	Closed	-$241K	–	107
2017 Q3	$241K	Buy	2,267 +68	+3%	+$7.27K	0.1%	91
2017 Q2	$238K	Buy	2,199 +196	+10%	+$20.8K	0.11%	93
2017 Q1	$214K	Buy	+2,003	New	+$216K	0.1%	105

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Horizon Investment Services's PRU Position: Q4 2017 in Review

Horizon Investment Services sold out of Prudential Financial (PRU) in Q4 2017, closing a stake of 2,267 shares — an estimated $241K sold.

Horizon Investment Services first reported a position in PRU in Q1 2017 and held it in 3 quarters. The position peaked at $241K in Q3 2017. 963 funds tracked by Wall St. Rank hold PRU as of Q4 2017.

Horizon Investment Services reported no remaining Prudential Financial position as of Q4 2017 after selling out during the quarter.
Horizon Investment Services sold 2,267 Prudential Financial shares in Q4 2017, an estimated $241K.
Horizon Investment Services first reported a position in Prudential Financial in Q1 2017 and held it in 3 quarters.
Horizon Investment Services's Prudential Financial position peaked at $241K in Q3 2017.
963 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2017.

Based on Horizon Investment Services's 13F filing for Q4 2017, filed 13 Feb 2018.