Nelson Capital Management’s Prudential Financial PRU Stock Holding History

Nelson Capital Management’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
2019 Q4	–	Sell	-73	Closed	-$7K	–	243
2019 Q3	$7K	Buy	+73	New	+$6.62K	﹤0.01%	265
2018 Q1	–	Sell	-220	Closed	-$25K	–	306
2017 Q4	$25K	Hold	220	–	–	0.01%	190
2017 Q3	$23K	Hold	220	–	–	0.01%	181
2017 Q2	$24K	Hold	220	–	–	0.01%	178
2017 Q1	$23K	Hold	220	–	–	0.01%	182
2016 Q4	$23K	Hold	220	–	–	0.01%	171
2016 Q3	$18K	Hold	220	–	–	0.01%	188
2016 Q2	$16K	Buy	+220	New	+$16.6K	0.01%	192

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Nelson Capital Management's PRU Position: Q4 2019 in Review

Nelson Capital Management sold out of Prudential Financial (PRU) in Q4 2019, closing a stake of 73 shares — an estimated $7K sold.

Nelson Capital Management first reported a position in PRU in Q2 2016 and held it in 8 quarters. The position peaked at $25K in Q4 2017. 1,034 funds tracked by Wall St. Rank hold PRU as of Q4 2019.

Nelson Capital Management reported no remaining Prudential Financial position as of Q4 2019 after selling out during the quarter.
Nelson Capital Management sold 73 Prudential Financial shares in Q4 2019, an estimated $7K.
Nelson Capital Management first reported a position in Prudential Financial in Q2 2016 and held it in 8 quarters.
Nelson Capital Management's Prudential Financial position peaked at $25K in Q4 2017.
1,034 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2019.

Based on Nelson Capital Management's 13F filing for Q4 2019, filed 10 Feb 2020.