KMS Financial Services’s Prudential Financial PRU Stock Holding History

KMS Financial Services’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 Q3	$207K	Buy	+2,361	New	+$211K	0.03%	478

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

KMS Financial Services's PRU Position: Q3 2014 in Review

KMS Financial Services opened a new position in Prudential Financial (PRU) in Q3 2014: 2,361 shares worth $207K. The stake represents 0.03% of the portfolio and ranks #478 among its holdings.

733 funds tracked by Wall St. Rank hold PRU as of Q3 2014.

KMS Financial Services held 2,361 shares of Prudential Financial worth $207K as of Q3 2014.
Prudential Financial was a new KMS Financial Services position in Q3 2014.
Prudential Financial made up 0.03% of KMS Financial Services's portfolio in Q3 2014, its #478 holding.
733 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.