IMS Capital Management’s Prudential Financial PRU Stock Holding History

IMS Capital Management’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
2018 Q4	–	Sell	-181	Closed	-$18K	–	294
2018 Q3	$18K	Buy	+181	New	+$17.8K	0.01%	258
2014 Q3	–	Sell	-2,274	Closed	-$202K	–	169
2014 Q2	$202K	Buy	+2,274	New	+$191K	0.22%	151

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

IMS Capital Management's PRU Position: Q4 2018 in Review

IMS Capital Management sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 181 shares — an estimated $18K sold.

IMS Capital Management first reported a position in PRU in Q2 2014 and held it in 2 quarters. The position peaked at $202K in Q2 2014. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

IMS Capital Management reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
IMS Capital Management sold 181 Prudential Financial shares in Q4 2018, an estimated $18K.
IMS Capital Management first reported a position in Prudential Financial in Q2 2014 and held it in 2 quarters.
IMS Capital Management's Prudential Financial position peaked at $202K in Q2 2014.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on IMS Capital Management's 13F filing for Q4 2018, filed 7 Feb 2019.