LBA Wealth Management’s Prudential Financial PRU Stock Holding History

LBA 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
2017 Q1	$32K	Hold	304	–	–	0.02%	235
2016 Q4	$32K	Hold	304	–	–	0.02%	226
2016 Q3	$25K	Buy	304 +179	+143%	+$13.7K	0.01%	249
2016 Q2	$9K	Hold	125	–	–	0.01%	316
2016 Q1	$9K	Hold	125	–	–	0.01%	314
2015 Q4	$10K	Hold	125	–	–	0.01%	295
2015 Q3	$10K	Hold	125	–	–	0.01%	258
2015 Q2	$11K	Hold	125	–	–	0.01%	240
2015 Q1	$10K	Hold	125	–	–	0.01%	238
2014 Q4	$11K	Hold	125	–	–	0.01%	228
2014 Q3	$11K	Hold	125	–	–	0.01%	281
2014 Q2	$11K	Hold	125	–	–	0.01%	204
2014 Q1	$11K	Hold	125	–	–	0.01%	197
2013 Q4	$12K	Buy	+125	New	+$10.7K	0.01%	200

Other funds holding PRU

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

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

LBA Wealth Management's PRU Position: Q1 2017 in Review

LBA Wealth Management held its Prudential Financial (PRU) position steady in Q1 2017 at 304 shares worth $32K. The position accounts for 0.02% of the portfolio, ranked #235.

LBA Wealth Management first reported a position in PRU in Q4 2013 and has held it in 14 quarters since. 865 funds tracked by Wall St. Rank hold PRU as of Q1 2017.

LBA Wealth Management held 304 shares of Prudential Financial worth $32K as of Q1 2017.
LBA Wealth Management left its Prudential Financial share count unchanged in Q1 2017.
Prudential Financial made up 0.02% of LBA Wealth Management's portfolio in Q1 2017, its #235 holding.
LBA Wealth Management first reported a position in Prudential Financial in Q4 2013 and has held it in 14 quarters since.
865 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.