Lupo Securities’s Prudential Financial PRU Stock Holding History

Lupo Securities’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 Q2	–	Sell	-74	Closed	-$27K	–	337
2015 Q1	$27K	Sell	74 -168	-69%	-$13.6K	0.04%	200
2014 Q4	$40.4K	Buy	+242	New	+$20.8K	0.02%	195

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lupo Securities's PRU Position: Q1 2015 in Review

Lupo Securities sold out of Prudential Financial (PRU) in Q1 2015, closing a stake of 6,343 shares — an estimated $514K sold.

Lupo Securities first reported a position in PRU in Q4 2014 and held it in 1 quarter. The position peaked at $574K in Q4 2014. 741 funds tracked by Wall St. Rank hold PRU as of Q1 2015.

Lupo Securities reported no remaining Prudential Financial position as of Q1 2015 after selling out during the quarter.
Lupo Securities sold 6,343 Prudential Financial shares in Q1 2015, an estimated $514K.
Lupo Securities first reported a position in Prudential Financial in Q4 2014 and held it in 1 quarter.
Lupo Securities's Prudential Financial position peaked at $574K in Q4 2014.
741 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2015.

Based on Lupo Securities's 13F filing for Q1 2015, filed 15 May 2015.