IPC
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Independent Portfolio Consultants’s Prudential PUK Stock Holding History

Independent Portfolio Consultants’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
2015
Q2 		– Sell
-126
Closed -$6K – 999
2015
Q1 		$6K Buy
+126
New +$5.99K ﹤0.01% 759

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Independent Portfolio Consultants's PUK Position: Q2 2015 in Review

Independent Portfolio Consultants sold out of Prudential (PUK) in Q2 2015, closing a stake of 126 shares — an estimated $6K sold.

Independent Portfolio Consultants first reported a position in PUK in Q1 2015 and held it in 1 quarter. The position peaked at $6K in Q1 2015. 163 funds tracked by Wall St. Rank hold PUK as of Q2 2015.

  • Independent Portfolio Consultants reported no remaining Prudential position as of Q2 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 126 Prudential shares in Q2 2015, an estimated $6K.
  • Independent Portfolio Consultants first reported a position in Prudential in Q1 2015 and held it in 1 quarter.
  • Independent Portfolio Consultants's Prudential position peaked at $6K in Q1 2015.
  • 163 funds tracked by Wall St. Rank held Prudential as of Q2 2015.

Based on Independent Portfolio Consultants's 13F filing for Q2 2015, filed 27 Jul 2015.