Lenox Wealth Management’s PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 PRH Stock Holding History

Lenox Wealth Management’s Portfolio PRH Stock Details PRH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$12K	Hold	508	–	–	﹤0.01%	417
2020 Q1	$12K	Hold	508	–	–	﹤0.01%	373
2019 Q4	$13K	Hold	508	–	–	﹤0.01%	413
2019 Q3	$12K	Hold	508	–	–	﹤0.01%	429
2019 Q2	$12K	Hold	508	–	–	﹤0.01%	419
2019 Q1	$13K	Hold	508	–	–	﹤0.01%	419
2018 Q4	$12K	Hold	508	–	–	﹤0.01%	370
2018 Q3	$13K	Hold	508	–	–	﹤0.01%	385
2018 Q2	$13K	Buy	+508	New	+$12.8K	﹤0.01%	346

Other funds holding PRH

SIM

Sonora Investment Management Tucson, Arizona $798M AUM 17.61% 1-Year Est. Return

Lenox Wealth Management's PRH Position: Q2 2020 in Review

Lenox Wealth Management held its PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 (PRH) position steady in Q2 2020 at 508 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #417.

Lenox Wealth Management first reported a position in PRH in Q2 2018 and has held it in 9 quarters since. The position peaked at $13K in Q4 2019. 2 funds tracked by Wall St. Rank hold PRH as of Q2 2020.

Lenox Wealth Management held 508 shares of PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 worth $12K as of Q2 2020.
Lenox Wealth Management left its PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 share count unchanged in Q2 2020.
PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #417 holding.
Lenox Wealth Management first reported a position in PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 in Q2 2018 and has held it in 9 quarters since.
Lenox Wealth Management's PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 position peaked at $13K in Q4 2019.
2 funds tracked by Wall St. Rank held PRUDENTIAL FINANCIAL, INC. 5.70% DUE 2053 as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.