KT
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Kanaly Trust’s Prudential PUK Stock Holding History

Kanaly Trust’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
2016
Q4 		$125K Buy
3,232
+582
+22% +$20.9K 0.03% 181
2016
Q3 		$92K Buy
2,650
+536
+25% +$18.5K 0.02% 215
2016
Q2 		$70K Buy
2,114
+1,218
+136% +$44.8K 0.01% 251
2016
Q1 		$32K Buy
896
+370
+70% +$13.4K 0.01% 352
2015
Q4 		$23K Sell
526
-3
-0.6% -$134 ﹤0.01% 403
2015
Q3 		$22K Sell
529
-1
-0.2% -$44 ﹤0.01% 433
2015
Q2 		$25K Buy
530
+343
+183% +$16.7K 0.01% 433
2015
Q1 		$9K Buy
187
+40
+27% +$1.9K ﹤0.01% 472
2014
Q4 		$7K Sell
147
-43
-23% -$1.92K ﹤0.01% 508
2014
Q3 		$8K Buy
190
+62
+48% +$2.81K ﹤0.01% 491
2014
Q2 		$6K Buy
128
+23
+22% +$1.02K ﹤0.01% 530
2014
Q1 		$4K Sell
105
-176
-63% -$7.51K ﹤0.01% 591
2013
Q4 		$12K Buy
+281
New +$11.1K ﹤0.01% 427

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Kanaly Trust's PUK Position: Q4 2016 in Review

Kanaly Trust increased its Prudential (PUK) stake by 22% in Q4 2016, buying an estimated $20.9K and bringing the position to 3,232 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #181.

Kanaly Trust first reported a position in PUK in Q4 2013 and has held it in 13 quarters since. 173 funds tracked by Wall St. Rank hold PUK as of Q4 2016.

  • Kanaly Trust held 3,232 shares of Prudential worth $125K as of Q4 2016.
  • Kanaly Trust bought 582 Prudential shares in Q4 2016, an estimated $20.9K.
  • Prudential made up 0.03% of Kanaly Trust's portfolio in Q4 2016, its #181 holding.
  • Kanaly Trust first reported a position in Prudential in Q4 2013 and has held it in 13 quarters since.
  • 173 funds tracked by Wall St. Rank held Prudential as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.