Northwest Wealth Management’s Prudential Financial PRU Stock Holding History

Northwest Wealth 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 Q2	–	Sell	-439	Closed	-$40K	–	379
2019 Q1	$40K	Hold	439	–	–	0.03%	236
2018 Q4	$36K	Hold	439	–	–	0.03%	228
2018 Q3	$44K	Hold	439	–	–	0.03%	220
2018 Q2	$41K	Hold	439	–	–	0.03%	229
2018 Q1	$45K	Buy	+439	New	+$49.5K	0.03%	224

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Northwest Wealth Management's PRU Position: Q2 2019 in Review

Northwest Wealth Management sold out of Prudential Financial (PRU) in Q2 2019, closing a stake of 439 shares — an estimated $40K sold.

Northwest Wealth Management first reported a position in PRU in Q1 2018 and held it in 5 quarters. The position peaked at $45K in Q1 2018. 995 funds tracked by Wall St. Rank hold PRU as of Q2 2019.

Northwest Wealth Management reported no remaining Prudential Financial position as of Q2 2019 after selling out during the quarter.
Northwest Wealth Management sold 439 Prudential Financial shares in Q2 2019, an estimated $40K.
Northwest Wealth Management first reported a position in Prudential Financial in Q1 2018 and held it in 5 quarters.
Northwest Wealth Management's Prudential Financial position peaked at $45K in Q1 2018.
995 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.