Legacy Advisors’s Prudential PUK Stock Holding History

Legacy Advisors’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-40	Closed	-$2K	–	449
2018 Q1	$2K	Buy	+40	New	+$2.02K	﹤0.01%	355

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Legacy Advisors's PUK Position: Q2 2018 in Review

Legacy Advisors sold out of Prudential (PUK) in Q2 2018, closing a stake of 40 shares — an estimated $2K sold.

Legacy Advisors first reported a position in PUK in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2018.

Legacy Advisors reported no remaining Prudential position as of Q2 2018 after selling out during the quarter.
Legacy Advisors sold 40 Prudential shares in Q2 2018, an estimated $2K.
Legacy Advisors first reported a position in Prudential in Q1 2018 and held it in 1 quarter.
Legacy Advisors's Prudential position peaked at $2K in Q1 2018.
206 funds tracked by Wall St. Rank held Prudential as of Q2 2018.

Based on Legacy Advisors's 13F filing for Q2 2018, filed 19 Jul 2018.