Lenox Wealth Advisors’s Prudential PUK Stock Holding History

Lenox Wealth 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	-147	Closed	-$6K	–	544
2019 Q1	$6K	Buy	+147	New	+$5.68K	﹤0.01%	337
2018 Q3	–	Sell	-204	Closed	-$9K	–	494
2018 Q2	$9K	Buy	+204	New	+$9.96K	﹤0.01%	385
2016 Q1	–	Sell	-61	Closed	-$3K	–	378
2015 Q4	$3K	Buy	+61	New	+$2.72K	﹤0.01%	288

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

Lenox Wealth Advisors's PUK Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Prudential (PUK) in Q2 2019, closing a stake of 147 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in PUK in Q4 2015 and held it in 3 quarters. The position peaked at $9K in Q2 2018. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

Lenox Wealth Advisors reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 147 Prudential shares in Q2 2019, an estimated $6K.
Lenox Wealth Advisors first reported a position in Prudential in Q4 2015 and held it in 3 quarters.
Lenox Wealth Advisors's Prudential position peaked at $9K in Q2 2018.
202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.