Partnervest Advisory Services’s Prudential Financial PRU Stock Holding History

Partnervest Advisory Services’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
2014 Q3	–	Sell	-65	Closed	-$6K	–	631
2014 Q2	$6K	Buy	65 +1	+2%	+$84	﹤0.01%	794
2014 Q1	$5K	Buy	64 +17	+36%	+$1.46K	﹤0.01%	805
2013 Q4	$4K	Sell	47 -290	-86%	-$24.8K	﹤0.01%	823
2013 Q3	$26K	Sell	337 -46	-12%	-$3.61K	0.01%	396
2013 Q2	$28K	Buy	+383	New	+$24.8K	0.01%	347

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Partnervest Advisory Services's PRU Position: Q3 2014 in Review

Partnervest Advisory Services sold out of Prudential Financial (PRU) in Q3 2014, closing a stake of 65 shares — an estimated $6K sold.

Partnervest Advisory Services first reported a position in PRU in Q2 2013 and held it in 5 quarters. The position peaked at $28K in Q2 2013. 733 funds tracked by Wall St. Rank hold PRU as of Q3 2014.

Partnervest Advisory Services reported no remaining Prudential Financial position as of Q3 2014 after selling out during the quarter.
Partnervest Advisory Services sold 65 Prudential Financial shares in Q3 2014, an estimated $6K.
Partnervest Advisory Services first reported a position in Prudential Financial in Q2 2013 and held it in 5 quarters.
Partnervest Advisory Services's Prudential Financial position peaked at $28K in Q2 2013.
733 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2014.

Based on Partnervest Advisory Services's 13F filing for Q3 2014, filed 7 Nov 2014.