Lenox Wealth Advisors’s Prudential Financial PRU Stock Holding History

Lenox 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
2019 Q4	–	Sell	-331	Closed	-$30K	–	798
2019 Q3	$30K	Buy	+331	New	+$30K	0.01%	220
2018 Q3	–	Sell	-421	Closed	-$39K	–	493
2018 Q2	$39K	Buy	+421	New	+$42.5K	0.01%	166
2016 Q2	–	Sell	-22	Closed	-$2K	–	249
2016 Q1	$2K	Hold	22	–	–	﹤0.01%	227
2015 Q4	$2K	Sell	22 -165	-88%	-$13.6K	﹤0.01%	330
2015 Q3	$14K	Hold	187	–	–	0.01%	163
2015 Q2	$16K	Hold	187	–	–	0.01%	112
2015 Q1	$15K	Hold	187	–	–	0.01%	142
2014 Q4	$17K	Sell	187 -169	-47%	-$14.5K	0.01%	141
2014 Q3	$31K	Hold	356	–	–	0.01%	105
2014 Q2	$32K	Buy	356 +187	+111%	+$15.7K	0.01%	84
2014 Q1	$15K	Sell	169 -169	-50%	-$14.5K	0.01%	113
2013 Q4	$31K	Buy	338 +169	+100%	+$14.4K	0.02%	85
2013 Q3	$13K	Hold	169	–	–	0.01%	90
2013 Q2	$12K	Buy	+169	New	+$11K	0.01%	101

Other funds holding PRU

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Lenox Wealth Advisors's PRU Position: Q4 2019 in Review

Lenox Wealth Advisors sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 331 shares — an estimated $30K sold.

Lenox Wealth Advisors first reported a position in PRU in Q2 2013 and held it in 14 quarters. The position peaked at $39K in Q2 2018. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

Lenox Wealth Advisors reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 331 Prudential Financial shares in Q4 2019, an estimated $30K.
Lenox Wealth Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 14 quarters.
Lenox Wealth Advisors's Prudential Financial position peaked at $39K in Q2 2018.
1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on Lenox Wealth Advisors's 13F filing for Q4 2019, filed 6 Jan 2020.