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Joel Isaacson & Co’s Prudential Financial PRU Stock Holding History

Joel Isaacson & Co’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
Q1 		– Sell
-570
Closed -$59K – 442
2016
Q4 		$59K Buy
570
+500
+714% +$47.4K 0.01% 281
2016
Q3 		$6K Sell
70
-87
-55% -$6.67K ﹤0.01% 603
2016
Q2 		$11K Buy
157
+87
+124% +$6.57K ﹤0.01% 528
2016
Q1 		$5K Buy
+70
New +$4.88K ﹤0.01% 659

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Joel Isaacson & Co's PRU Position: Q1 2017 in Review

Joel Isaacson & Co sold out of Prudential Financial (PRU) in Q1 2017, closing a stake of 570 shares — an estimated $59K sold.

Joel Isaacson & Co first reported a position in PRU in Q1 2016 and held it in 4 quarters. The position peaked at $59K in Q4 2016. 865 funds tracked by Wall St. Rank hold PRU as of Q1 2017.

  • Joel Isaacson & Co reported no remaining Prudential Financial position as of Q1 2017 after selling out during the quarter.
  • Joel Isaacson & Co sold 570 Prudential Financial shares in Q1 2017, an estimated $59K.
  • Joel Isaacson & Co first reported a position in Prudential Financial in Q1 2016 and held it in 4 quarters.
  • Joel Isaacson & Co's Prudential Financial position peaked at $59K in Q4 2016.
  • 865 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2017.

Based on Joel Isaacson & Co's 13F filing for Q1 2017, filed 5 May 2017.