Kurt F. Somerville’s Prudential Financial PRU Stock Holding History

Kurt F. Somerville’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	-2,022	Closed	-$205K	–	106
2018 Q3	$205K	Buy	+2,022	New	+$199K	0.04%	109
2015 Q3	–	Sell	-3,147	Closed	-$275K	–	135
2015 Q2	$275K	Hold	3,147	–	–	0.06%	105
2015 Q1	$253K	Hold	3,147	–	–	0.06%	114
2014 Q4	$285K	Buy	+3,147	New	+$270K	0.07%	109

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

Kurt F. Somerville's PRU Position: Q4 2018 in Review

Kurt F. Somerville sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 2,022 shares — an estimated $205K sold.

Kurt F. Somerville first reported a position in PRU in Q4 2014 and held it in 4 quarters. The position peaked at $285K in Q4 2014. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

Kurt F. Somerville reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
Kurt F. Somerville sold 2,022 Prudential Financial shares in Q4 2018, an estimated $205K.
Kurt F. Somerville first reported a position in Prudential Financial in Q4 2014 and held it in 4 quarters.
Kurt F. Somerville's Prudential Financial position peaked at $285K in Q4 2014.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on Kurt F. Somerville's 13F filing for Q4 2018, filed 24 Jan 2019.