Lehman Financial Resources’s Prudential Financial PRU Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-832	Closed	-$63K	–	270
2015 Q3	$63K	Buy	832 +100	+14%	+$8.39K	0.03%	127
2015 Q2	$64K	Hold	732	–	–	0.03%	130
2015 Q1	$59K	Hold	732	–	–	0.03%	143
2014 Q4	$66K	Hold	732	–	–	0.03%	121
2014 Q3	$64K	Buy	732 +600	+455%	+$53.6K	0.03%	119
2014 Q2	$12K	Hold	132	–	–	0.01%	278
2014 Q1	$11K	Hold	132	–	–	0.01%	278
2013 Q4	$12K	Hold	132	–	–	0.01%	260
2013 Q3	$10K	Hold	132	–	–	0.01%	256
2013 Q2	$10K	Buy	+132	New	+$8.56K	0.01%	226

Other funds holding PRU

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

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

Norges Bank Oslo, Norway $935B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

LTI

Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return

Lehman Financial Resources's PRU Position: Q4 2015 in Review

Lehman Financial Resources sold out of Prudential Financial (PRU) in Q4 2015, closing a stake of 832 shares — an estimated $63K sold.

Lehman Financial Resources first reported a position in PRU in Q2 2013 and held it in 10 quarters. The position peaked at $66K in Q4 2014. 791 funds tracked by Wall St. Rank hold PRU as of Q4 2015.

Lehman Financial Resources reported no remaining Prudential Financial position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 832 Prudential Financial shares in Q4 2015, an estimated $63K.
Lehman Financial Resources first reported a position in Prudential Financial in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Prudential Financial position peaked at $66K in Q4 2014.
791 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.