Omnia Family Wealth’s Prudential Financial PRU Stock Holding History

Omnia Family Wealth’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 Q1	–	Sell	-47	Closed	-$4K	–	598
2018 Q4	$4K	Buy	+47	New	+$4.33K	﹤0.01%	310
2018 Q2	–	Sell	-63	Closed	-$7K	–	605
2018 Q1	$7K	Sell	63 -144	-70%	-$16.2K	﹤0.01%	287
2017 Q4	$24K	Buy	207 +144	+229%	+$16.2K	0.01%	218
2017 Q3	$7K	Sell	63 -47	-43%	-$5.02K	﹤0.01%	313
2017 Q2	$12K	Buy	110 +63	+134%	+$6.69K	0.01%	261
2017 Q1	$5K	Hold	47	–	–	﹤0.01%	397
2016 Q4	$5K	Buy	+47	New	+$4.46K	﹤0.01%	389

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

Norges Bank Oslo, Norway $935B AUM

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Omnia Family Wealth's PRU Position: Q1 2019 in Review

Omnia Family Wealth sold out of Prudential Financial (PRU) in Q1 2019, closing a stake of 47 shares — an estimated $4K sold.

Omnia Family Wealth first reported a position in PRU in Q4 2016 and held it in 7 quarters. The position peaked at $24K in Q4 2017. 1,001 funds tracked by Wall St. Rank hold PRU as of Q1 2019.

Omnia Family Wealth reported no remaining Prudential Financial position as of Q1 2019 after selling out during the quarter.
Omnia Family Wealth sold 47 Prudential Financial shares in Q1 2019, an estimated $4K.
Omnia Family Wealth first reported a position in Prudential Financial in Q4 2016 and held it in 7 quarters.
Omnia Family Wealth's Prudential Financial position peaked at $24K in Q4 2017.
1,001 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2019.

Based on Omnia Family Wealth's 13F filing for Q1 2019, filed 15 May 2019.