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Loring Wolcott & Coolidge Fiduciary Advisors’s Prudential PUK Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q3 		– Sell
-242
Closed -$9K – 894
2021
Q2 		$9K Buy
+242
New +$9.91K ﹤0.01% 650
2014
Q2 		– Sell
-156
Closed -$6K – 633
2014
Q1 		$6K Buy
+156
New +$6.66K ﹤0.01% 573

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CQS
Credential Qtrade Securities Vancouver $1.86B AUM 17.55% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PUK Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Prudential (PUK) in Q3 2021, closing a stake of 242 shares — an estimated $9K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PUK in Q1 2014 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 174 funds tracked by Wall St. Rank hold PUK as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Prudential position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 242 Prudential shares in Q3 2021, an estimated $9K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Prudential in Q1 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Prudential position peaked at $9K in Q2 2021.
  • 174 funds tracked by Wall St. Rank held Prudential as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.