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New Capital Management’s Prudential Financial PRU Stock Holding History

New 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
2018
Q4 		– Sell
-50
Closed -$5K – 140
2018
Q3 		$5K Hold
50
– – 0.01% 133
2018
Q2 		$5K Hold
50
– – 0.01% 131
2018
Q1 		$5K Hold
50
– – 0.01% 138
2017
Q4 		$6K Hold
50
– – 0.01% 142
2017
Q3 		$5K Hold
50
– – 0.01% 148
2017
Q2 		$5K Hold
50
– – 0.01% 145
2017
Q1 		$5K Hold
50
– – 0.01% 145
2016
Q4 		$5K Buy
+50
New +$4.74K 0.01% 141

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

New Capital Management's PRU Position: Q4 2018 in Review

New Capital Management sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 50 shares — an estimated $5K sold.

New Capital Management first reported a position in PRU in Q4 2016 and held it in 8 quarters. The position peaked at $6K in Q4 2017. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

  • New Capital Management reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
  • New Capital Management sold 50 Prudential Financial shares in Q4 2018, an estimated $5K.
  • New Capital Management first reported a position in Prudential Financial in Q4 2016 and held it in 8 quarters.
  • New Capital Management's Prudential Financial position peaked at $6K in Q4 2017.
  • 974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on New Capital Management's 13F filing for Q4 2018, filed 18 Jan 2019.