Miles Capital’s Prudential PUK Stock Holding History

Miles Capital’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
2018 Q3	–	Sell	-5,168	Closed	-$229K	–	200
2018 Q2	$229K	Sell	5,168 -39	-0.7%	-$1.9K	0.14%	154
2018 Q1	$258K	Buy	+5,207	New	+$263K	0.14%	148

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Miles Capital's PUK Position: Q3 2018 in Review

Miles Capital sold out of Prudential (PUK) in Q3 2018, closing a stake of 5,168 shares — an estimated $229K sold.

Miles Capital first reported a position in PUK in Q1 2018 and held it in 2 quarters. The position peaked at $258K in Q1 2018. 211 funds tracked by Wall St. Rank hold PUK as of Q3 2018.

Miles Capital reported no remaining Prudential position as of Q3 2018 after selling out during the quarter.
Miles Capital sold 5,168 Prudential shares in Q3 2018, an estimated $229K.
Miles Capital first reported a position in Prudential in Q1 2018 and held it in 2 quarters.
Miles Capital's Prudential position peaked at $258K in Q1 2018.
211 funds tracked by Wall St. Rank held Prudential as of Q3 2018.

Based on Miles Capital's 13F filing for Q3 2018, filed 13 Nov 2018.