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Mountain Capital Investment Advisors’s Prudential PUK Stock Holding History

Mountain Capital Investment 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
Q2 		– Sell
-12,416
Closed -$518K – 139
2021
Q1 		$518K Buy
12,416
+6,780
+120% +$258K 0.26% 120
2020
Q4 		$210K Buy
+5,636
New +$173K 0.13% 132
2017
Q4 		– Sell
-193
Closed -$9K – 335
2017
Q3 		$9K Hold
193
– – 0.01% 290
2017
Q2 		$9K Buy
+193
New +$8.34K 0.01% 313

Other funds holding PUK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Mountain Capital Investment Advisors's PUK Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Prudential (PUK) in Q2 2021, closing a stake of 12,416 shares — an estimated $518K sold.

Mountain Capital Investment Advisors first reported a position in PUK in Q2 2017 and held it in 4 quarters. The position peaked at $518K in Q1 2021. 182 funds tracked by Wall St. Rank hold PUK as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining Prudential position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 12,416 Prudential shares in Q2 2021, an estimated $518K.
  • Mountain Capital Investment Advisors first reported a position in Prudential in Q2 2017 and held it in 4 quarters.
  • Mountain Capital Investment Advisors's Prudential position peaked at $518K in Q1 2021.
  • 182 funds tracked by Wall St. Rank held Prudential as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.