McKinley Carter Wealth Services’s Prudential Financial PRU Stock Holding History

McKinley Carter Wealth Services’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
2018 Q2	–	Sell	-1,175	Closed	-$122K	–	325
2018 Q1	$122K	Buy	+1,175	New	+$132K	0.04%	200
2016 Q2	–	Sell	-3,002	Closed	-$217K	–	129
2016 Q1	$217K	Buy	3,002 +328	+12%	+$22.9K	0.12%	119
2015 Q4	$218K	Buy	2,674 +8	+0.3%	+$661	0.12%	107
2015 Q3	$203K	Sell	2,666 -153	-5%	-$12.8K	0.13%	107
2015 Q2	$247K	Buy	+2,819	New	+$239K	0.13%	110

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

McKinley Carter Wealth Services's PRU Position: Q2 2018 in Review

McKinley Carter Wealth Services sold out of Prudential Financial (PRU) in Q2 2018, closing a stake of 1,175 shares — an estimated $122K sold.

McKinley Carter Wealth Services first reported a position in PRU in Q2 2015 and held it in 5 quarters. The position peaked at $247K in Q2 2015. 975 funds tracked by Wall St. Rank hold PRU as of Q2 2018.

McKinley Carter Wealth Services reported no remaining Prudential Financial position as of Q2 2018 after selling out during the quarter.
McKinley Carter Wealth Services sold 1,175 Prudential Financial shares in Q2 2018, an estimated $122K.
McKinley Carter Wealth Services first reported a position in Prudential Financial in Q2 2015 and held it in 5 quarters.
McKinley Carter Wealth Services's Prudential Financial position peaked at $247K in Q2 2015.
975 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2018.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2018, filed 7 Dec 2018.