KCS Wealth Advisory’s Prudential PUK Stock Holding History

KCS Wealth Advisory’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
2019 Q4	–	Sell	-691	Closed	-$24.4K	–	343
2019 Q3	$24.4K	Buy	+691	New	+$25.7K	0.02%	289

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

KCS Wealth Advisory's PUK Position: Q4 2019 in Review

KCS Wealth Advisory sold out of Prudential (PUK) in Q4 2019, closing a stake of 691 shares — an estimated $24.4K sold.

KCS Wealth Advisory first reported a position in PUK in Q3 2019 and held it in 1 quarter. The position peaked at $24.4K in Q3 2019. 190 funds tracked by Wall St. Rank hold PUK as of Q4 2019.

KCS Wealth Advisory reported no remaining Prudential position as of Q4 2019 after selling out during the quarter.
KCS Wealth Advisory sold 691 Prudential shares in Q4 2019, an estimated $24.4K.
KCS Wealth Advisory first reported a position in Prudential in Q3 2019 and held it in 1 quarter.
KCS Wealth Advisory's Prudential position peaked at $24.4K in Q3 2019.
190 funds tracked by Wall St. Rank held Prudential as of Q4 2019.

Based on KCS Wealth Advisory's 13F filing for Q4 2019, filed 15 Jan 2020.