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Lebenthal Asset Management’s Prudential Financial PRU Stock Holding History

Lebenthal Asset 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
2016
Q4 		– Sell
-71
Closed -$6K – 594
2016
Q3 		$6K Buy
+71
New +$5.45K ﹤0.01% 820

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BIT
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lebenthal Asset Management's PRU Position: Q4 2016 in Review

Lebenthal Asset Management sold out of Prudential Financial (PRU) in Q4 2016, closing a stake of 71 shares — an estimated $6K sold.

Lebenthal Asset Management first reported a position in PRU in Q3 2016 and held it in 1 quarter. The position peaked at $6K in Q3 2016. 849 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

  • Lebenthal Asset Management reported no remaining Prudential Financial position as of Q4 2016 after selling out during the quarter.
  • Lebenthal Asset Management sold 71 Prudential Financial shares in Q4 2016, an estimated $6K.
  • Lebenthal Asset Management first reported a position in Prudential Financial in Q3 2016 and held it in 1 quarter.
  • Lebenthal Asset Management's Prudential Financial position peaked at $6K in Q3 2016.
  • 849 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on Lebenthal Asset Management's 13F filing for Q4 2016, filed 15 Feb 2017.