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Nelson Capital Management’s Prudential PUK Stock Holding History

Nelson Capital Management’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
Q4 		– Sell
-38
Closed -$1K – 312
2018
Q3 		$1K Buy
+38
New +$1.68K ﹤0.01% 288

Other funds holding PUK

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Northern Trust
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
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Nelson Capital Management's PUK Position: Q4 2018 in Review

Nelson Capital Management sold out of Prudential (PUK) in Q4 2018, closing a stake of 38 shares — an estimated $1K sold.

Nelson Capital Management first reported a position in PUK in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

  • Nelson Capital Management reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
  • Nelson Capital Management sold 38 Prudential shares in Q4 2018, an estimated $1K.
  • Nelson Capital Management first reported a position in Prudential in Q3 2018 and held it in 1 quarter.
  • Nelson Capital Management's Prudential position peaked at $1K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on Nelson Capital Management's 13F filing for Q4 2018, filed 30 Jan 2019.