O'Brien Wealth Partners’s Prudential PUK Stock Holding History

O'Brien Wealth Partners’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-69	Closed	-$3K	–	167
2018 Q3	$3K	Buy	+69	New	+$3.05K	﹤0.01%	190

Other funds holding PUK

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

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

O'Brien Wealth Partners sold out of Prudential (PUK) in Q4 2018, closing a stake of 69 shares — an estimated $3K sold.

O'Brien Wealth Partners first reported a position in PUK in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

O'Brien Wealth Partners reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
O'Brien Wealth Partners sold 69 Prudential shares in Q4 2018, an estimated $3K.
O'Brien Wealth Partners first reported a position in Prudential in Q3 2018 and held it in 1 quarter.
O'Brien Wealth Partners's Prudential position peaked at $3K in Q3 2018.
204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

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