Integrated Wealth Counsel’s Prudential Financial PRU Stock Holding History

Integrated Wealth Counsel’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
2016 Q4	$9K	Hold	85	–	–	0.02%	174
2016 Q3	$7K	Buy	+85	New	+$6.52K	0.01%	173
2014 Q2	–	Sell	-100	Closed	-$8K	–	142
2014 Q1	$8K	Hold	100	–	–	0.01%	137
2013 Q4	$9K	Buy	+100	New	+$8.54K	0.01%	151

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Integrated Wealth Counsel's PRU Position: Q4 2016 in Review

Integrated Wealth Counsel held its Prudential Financial (PRU) position steady in Q4 2016 at 85 shares worth $9K. The position accounts for 0.02% of the portfolio, ranked #174.

Integrated Wealth Counsel first reported a position in PRU in Q4 2013 and has held it in 4 quarters since. 848 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

Integrated Wealth Counsel held 85 shares of Prudential Financial worth $9K as of Q4 2016.
Integrated Wealth Counsel left its Prudential Financial share count unchanged in Q4 2016.
Prudential Financial made up 0.02% of Integrated Wealth Counsel's portfolio in Q4 2016, its #174 holding.
Integrated Wealth Counsel first reported a position in Prudential Financial in Q4 2013 and has held it in 4 quarters since.
848 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.