IHT Wealth Management’s Prudential PUK Stock Holding History

IHT 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
2018 Q2	–	Sell	-796	Closed	-$38K	–	1112
2018 Q1	$38K	Sell	796 -36	-4%	-$1.82K	0.01%	769
2017 Q4	$42K	Hold	832	–	–	0.01%	746
2017 Q3	$39K	Hold	832	–	–	0.02%	591
2017 Q2	$22	Sell	832 -48	-5%	-$2.08K	0.01%	759
2017 Q1	$36K	Buy	880 +28	+3%	+$1.1K	0.02%	504
2016 Q4	$33K	Buy	+852	New	+$30.6K	0.03%	489

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

IHT Wealth Management's PUK Position: Q2 2018 in Review

IHT Wealth Management sold out of Prudential (PUK) in Q2 2018, closing a stake of 796 shares — an estimated $38K sold.

IHT Wealth Management first reported a position in PUK in Q4 2016 and held it in 6 quarters. The position peaked at $42K in Q4 2017. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2018.

IHT Wealth Management reported no remaining Prudential position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 796 Prudential shares in Q2 2018, an estimated $38K.
IHT Wealth Management first reported a position in Prudential in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Prudential position peaked at $42K in Q4 2017.
206 funds tracked by Wall St. Rank held Prudential as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.