Oak Point Wealth Management’s Prudential Financial PRU Stock Holding History

Oak Point 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
2018 Q1	$9K	Sell	88 -20	-19%	-$2.25K	0.01%	156
2017 Q4	$12K	Buy	+108	New	+$12.1K	0.01%	146

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Oak Point Wealth Management's PRU Position: Q1 2018 in Review

Oak Point Wealth Management reduced its Prudential Financial (PRU) stake by 19% in Q1 2018, selling an estimated $2.25K and leaving 88 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #156.

Oak Point Wealth Management first reported a position in PRU in Q4 2017 and has held it in 2 quarters since. The position peaked at $12K in Q4 2017. 989 funds tracked by Wall St. Rank hold PRU as of Q1 2018.

Oak Point Wealth Management held 88 shares of Prudential Financial worth $9K as of Q1 2018.
Oak Point Wealth Management sold 20 Prudential Financial shares in Q1 2018, an estimated $2.25K.
Prudential Financial made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #156 holding.
Oak Point Wealth Management first reported a position in Prudential Financial in Q4 2017 and has held it in 2 quarters since.
Oak Point Wealth Management's Prudential Financial position peaked at $12K in Q4 2017.
989 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.