Ken Fisher
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Ken Fisher’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Ken Fisher’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,000
Closed -$201K – 841
2018
Q3 		$201K Buy
+4,000
New +$200K ﹤0.01% 772

Other funds holding PULS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
PPP
Private Portfolio Partners Paramus, New Jersey $544M AUM 16.46% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ken Fisher's PULS Position: Q4 2018 in Review

Ken Fisher sold out of PGIM Ultra Short Bond ETF (PULS) in Q4 2018, closing a stake of 4,000 shares — an estimated $201K sold.

Ken Fisher first reported a position in PULS in Q3 2018 and held it in 1 quarter. The position peaked at $201K in Q3 2018. 17 funds tracked by Wall St. Rank hold PULS as of Q4 2018.

  • Ken Fisher reported no remaining PGIM Ultra Short Bond ETF position as of Q4 2018 after selling out during the quarter.
  • Ken Fisher sold 4,000 PGIM Ultra Short Bond ETF shares in Q4 2018, an estimated $201K.
  • Ken Fisher first reported a position in PGIM Ultra Short Bond ETF in Q3 2018 and held it in 1 quarter.
  • Ken Fisher's PGIM Ultra Short Bond ETF position peaked at $201K in Q3 2018.
  • 17 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q4 2018.

Based on Fisher Asset Management's 13F filing for Q4 2018, filed 25 Jan 2019.