Kiley Juergens Wealth Management’s Prudential Financial PRU Stock Holding History

Kiley Juergens Wealth Management’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
2018 Q4	–	Sell	-195	Closed	-$19K	–	485
2018 Q3	$19K	Hold	195	–	–	0.01%	371
2018 Q2	$18K	Buy	+195	New	+$19.7K	0.02%	346
2018 Q1	–	Sell	-150	Closed	-$17K	–	468
2017 Q4	$17K	Buy	+150	New	+$16.8K	0.02%	373

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kiley Juergens Wealth Management's PRU Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 195 shares — an estimated $19K sold.

Kiley Juergens Wealth Management first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $19K in Q3 2018. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 195 Prudential Financial shares in Q4 2018, an estimated $19K.
Kiley Juergens Wealth Management first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Kiley Juergens Wealth Management's Prudential Financial position peaked at $19K in Q3 2018.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.