PAS
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Partnervest Advisory Services’s Prudential PUK Stock Holding History

Partnervest Advisory Services’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
2014
Q2 		– Sell
-58
Closed -$2K – 1081
2014
Q1 		$2K Buy
+58
New +$2.48K ﹤0.01% 959

Other funds holding PUK

SI
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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Partnervest Advisory Services's PUK Position: Q2 2014 in Review

Partnervest Advisory Services sold out of Prudential (PUK) in Q2 2014, closing a stake of 58 shares — an estimated $2K sold.

Partnervest Advisory Services first reported a position in PUK in Q1 2014 and held it in 1 quarter. The position peaked at $2K in Q1 2014. 135 funds tracked by Wall St. Rank hold PUK as of Q2 2014.

  • Partnervest Advisory Services reported no remaining Prudential position as of Q2 2014 after selling out during the quarter.
  • Partnervest Advisory Services sold 58 Prudential shares in Q2 2014, an estimated $2K.
  • Partnervest Advisory Services first reported a position in Prudential in Q1 2014 and held it in 1 quarter.
  • Partnervest Advisory Services's Prudential position peaked at $2K in Q1 2014.
  • 135 funds tracked by Wall St. Rank held Prudential as of Q2 2014.

Based on Partnervest Advisory Services's 13F filing for Q2 2014, filed 14 Aug 2014.