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KCM Investment Advisors’s Prudential Financial PRU Stock Holding History

KCM Investment Advisors’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
2014
Q2 		– Sell
-28,857
Closed -$2.44M – 493
2014
Q1 		$2.44M Buy
28,857
+121
+0.4% +$10.4K 0.25% 119
2013
Q4 		$2.65M Sell
28,736
-282
-1% -$24.1K 0.29% 106
2013
Q3 		$2.26M Buy
29,018
+340
+1% +$26.7K 0.27% 112
2013
Q2 		$2.09M Buy
+28,678
New +$1.86M 0.25% 118

Other funds holding PRU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KCM Investment Advisors's PRU Position: Q2 2014 in Review

KCM Investment Advisors sold out of Prudential Financial (PRU) in Q2 2014, closing a stake of 28,857 shares — an estimated $2.44M sold.

KCM Investment Advisors first reported a position in PRU in Q2 2013 and held it in 4 quarters. The position peaked at $2.65M in Q4 2013. 710 funds tracked by Wall St. Rank hold PRU as of Q2 2014.

  • KCM Investment Advisors reported no remaining Prudential Financial position as of Q2 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 28,857 Prudential Financial shares in Q2 2014, an estimated $2.44M.
  • KCM Investment Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 4 quarters.
  • KCM Investment Advisors's Prudential Financial position peaked at $2.65M in Q4 2013.
  • 710 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2014.

Based on KCM Investment Advisors's 13F filing for Q2 2014, filed 1 Aug 2014.