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Lebenthal Wealth Advisors’s Prudential Financial PRU Stock Holding History

Lebenthal Wealth Advisors’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
Q2 		$239K Buy
+3,352
New +$253K 0.7% 66

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Lebenthal Wealth Advisors's PRU Position: Q2 2016 in Review

Lebenthal Wealth Advisors opened a new position in Prudential Financial (PRU) in Q2 2016: 3,352 shares worth $239K. The stake represents 0.7% of the portfolio and ranks #66 among its holdings.

766 funds tracked by Wall St. Rank hold PRU as of Q2 2016.

  • Lebenthal Wealth Advisors held 3,352 shares of Prudential Financial worth $239K as of Q2 2016.
  • Prudential Financial was a new Lebenthal Wealth Advisors position in Q2 2016.
  • Prudential Financial made up 0.7% of Lebenthal Wealth Advisors's portfolio in Q2 2016, its #66 holding.
  • 766 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2016.

Based on Lebenthal Wealth Advisors's 13F filing for Q2 2016, filed 11 Aug 2016.