MYCIO Wealth Partners’s Prudential Financial PRU Stock Holding History

MYCIO Wealth Partners’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
2016 Q4	–	Sell	-496	Closed	-$40K	–	543
2016 Q3	$40K	Hold	496	–	–	0.01%	380
2016 Q2	$35K	Hold	496	–	–	0.01%	384
2016 Q1	$36K	Hold	496	–	–	0.01%	357
2015 Q4	$40K	Hold	496	–	–	0.01%	318
2015 Q3	$38K	Hold	496	–	–	0.01%	331
2015 Q2	$43K	Buy	496 +66	+15%	+$5.6K	0.01%	316
2015 Q1	$35K	Hold	430	–	–	0.01%	327
2014 Q4	$39K	Hold	430	–	–	0.01%	297
2014 Q3	$38K	Hold	430	–	–	0.01%	283
2014 Q2	$38K	Hold	430	–	–	0.01%	297
2014 Q1	$36K	Hold	430	–	–	0.01%	292
2013 Q4	$40K	Hold	430	–	–	0.01%	270
2013 Q3	$34K	Sell	430 -125	-23%	-$9.8K	0.01%	274
2013 Q2	$41K	Buy	+555	New	+$36K	0.01%	244

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

MYCIO Wealth Partners's PRU Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Prudential Financial (PRU) in Q4 2016, closing a stake of 496 shares — an estimated $40K sold.

MYCIO Wealth Partners first reported a position in PRU in Q2 2013 and held it in 14 quarters. The position peaked at $43K in Q2 2015. 848 funds tracked by Wall St. Rank hold PRU as of Q4 2016.

MYCIO Wealth Partners reported no remaining Prudential Financial position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 496 Prudential Financial shares in Q4 2016, an estimated $40K.
MYCIO Wealth Partners first reported a position in Prudential Financial in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Prudential Financial position peaked at $43K in Q2 2015.
848 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.