Legacy Financial Advisors’s Prudential PUK Stock Holding History

Legacy Financial 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
2019 Q2	–	Sell	-73	Closed	-$3K	–	705
2019 Q1	$3K	Hold	73	–	–	﹤0.01%	865
2018 Q4	$3K	Hold	73	–	–	﹤0.01%	811
2018 Q3	$3K	Sell	73 -417	-85%	-$18.4K	﹤0.01%	772
2018 Q2	$22K	Buy	490 +382	+354%	+$18.6K	0.01%	362
2018 Q1	$5K	Hold	108	–	–	﹤0.01%	645
2017 Q4	$5K	Buy	+108	New	+$5.14K	﹤0.01%	637

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Legacy Financial Advisors's PUK Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Prudential (PUK) in Q2 2019, closing a stake of 73 shares — an estimated $3K sold.

Legacy Financial Advisors first reported a position in PUK in Q4 2017 and held it in 6 quarters. The position peaked at $22K in Q2 2018. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

Legacy Financial Advisors reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
Legacy Financial Advisors sold 73 Prudential shares in Q2 2019, an estimated $3K.
Legacy Financial Advisors first reported a position in Prudential in Q4 2017 and held it in 6 quarters.
Legacy Financial Advisors's Prudential position peaked at $22K in Q2 2018.
202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.