OIA
PUK icon

Optimum Investment Advisors’s Prudential PUK Stock Holding History

Optimum Investment Advisors’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
2015
Q1 		$35K Buy
+722
New +$34.3K 0.01% 577

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Optimum Investment Advisors's PUK Position: Q1 2015 in Review

Optimum Investment Advisors opened a new position in Prudential (PUK) in Q1 2015: 722 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #577 among its holdings.

157 funds tracked by Wall St. Rank hold PUK as of Q1 2015.

  • Optimum Investment Advisors held 722 shares of Prudential worth $35K as of Q1 2015.
  • Prudential was a new Optimum Investment Advisors position in Q1 2015.
  • Prudential made up 0.01% of Optimum Investment Advisors's portfolio in Q1 2015, its #577 holding.
  • 157 funds tracked by Wall St. Rank held Prudential as of Q1 2015.

Based on Optimum Investment Advisors's 13F filing for Q1 2015, filed 18 May 2015.