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O'Brien Wealth Partners’s Prudential Financial PRU Stock Holding History

O'Brien Wealth Partners’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
-31
Closed -$3K – 163
2018
Q3 		$3K Hold
31
– – ﹤0.01% 189
2018
Q2 		$3K Buy
+31
New +$3.13K ﹤0.01% 84

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O'Brien Wealth Partners's PRU Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 31 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in PRU in Q2 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 975 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 31 Prudential Financial shares in Q4 2018, an estimated $3K.
  • O'Brien Wealth Partners first reported a position in Prudential Financial in Q2 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Prudential Financial position peaked at $3K in Q3 2018.
  • 975 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.