New York Life Trust’s Prudential Financial PRU Stock Holding History

New York Life Trust’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
2017 Q1	$11K	Sell	102 -1,270	-93%	-$137K	0.54%	39
2016 Q4	$143K	Buy	1,372 +446	+48%	+$42.3K	0.68%	33
2016 Q3	$76K	Buy	926 +247	+36%	+$18.9K	0.38%	109
2016 Q2	$48K	Sell	679 -46	-6%	-$3.47K	0.23%	139
2016 Q1	$52K	Sell	725 -553	-43%	-$38.6K	0.22%	143
2015 Q4	$104K	Sell	1,278 -585	-31%	-$48.4K	0.45%	86
2015 Q3	$142K	Buy	1,863 +1,039	+126%	+$87.2K	0.63%	44
2015 Q2	$72K	Buy	+824	New	+$69.9K	0.3%	123
2015 Q1	–	Sell	-28	Closed	-$3K	–	231
2014 Q4	$3K	Sell	28 -861	-97%	-$74K	0.01%	195
2014 Q3	$78K	Buy	+889	New	+$79.5K	0.32%	117

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

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

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

New York Life Trust's PRU Position: Q1 2017 in Review

New York Life Trust reduced its Prudential Financial (PRU) stake by 93% in Q1 2017, selling an estimated $137K and leaving 102 shares worth $11K. The position accounts for 0.54% of the portfolio, ranked #39.

New York Life Trust first reported a position in PRU in Q3 2014 and has held it in 10 quarters since. The position peaked at $143K in Q4 2016. 865 funds tracked by Wall St. Rank hold PRU as of Q1 2017.

New York Life Trust held 102 shares of Prudential Financial worth $11K as of Q1 2017.
New York Life Trust sold 1,270 Prudential Financial shares in Q1 2017, an estimated $137K.
Prudential Financial made up 0.54% of New York Life Trust's portfolio in Q1 2017, its #39 holding.
New York Life Trust first reported a position in Prudential Financial in Q3 2014 and has held it in 10 quarters since.
New York Life Trust's Prudential Financial position peaked at $143K in Q4 2016.
865 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2017.

Based on New York Life Trust's 13F filing for Q1 2017, filed 12 May 2017.