Moody Lynn & Lieberson’s Prudential Financial PRU Stock Holding History

Moody Lynn & Lieberson’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 Q3	–	Sell	-168,992	Closed	-$14.8M	–	190
2015 Q2	$14.8M	Buy	+168,992	New	+$14.3M	2.35%	9
2014 Q4	–	Sell	-87,655	Closed	-$7.71M	–	204
2014 Q3	$7.71M	Buy	+87,655	New	+$7.84M	1.15%	28
2014 Q2	–	Sell	-61,530	Closed	-$5.21M	–	209
2014 Q1	$5.21M	Buy	61,530 +48,560	+374%	+$4.18M	0.75%	60
2013 Q4	$1.2M	Buy	+12,970	New	+$1.11M	0.16%	108

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

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

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

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

Moody Lynn & Lieberson's PRU Position: Q3 2015 in Review

Moody Lynn & Lieberson sold out of Prudential Financial (PRU) in Q3 2015, closing a stake of 168,992 shares — an estimated $14.8M sold.

Moody Lynn & Lieberson first reported a position in PRU in Q4 2013 and held it in 4 quarters. The position peaked at $14.8M in Q2 2015. 773 funds tracked by Wall St. Rank hold PRU as of Q3 2015.

Moody Lynn & Lieberson reported no remaining Prudential Financial position as of Q3 2015 after selling out during the quarter.
Moody Lynn & Lieberson sold 168,992 Prudential Financial shares in Q3 2015, an estimated $14.8M.
Moody Lynn & Lieberson first reported a position in Prudential Financial in Q4 2013 and held it in 4 quarters.
Moody Lynn & Lieberson's Prudential Financial position peaked at $14.8M in Q2 2015.
773 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2015.

Based on Moody Lynn & Lieberson's 13F filing for Q3 2015, filed 28 Oct 2015.