Pathway Financial Advisors’s Prudential Financial PRU Stock Holding History

Pathway Financial Advisors’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
2018 Q3	–	Sell	-2,123	Closed	-$199K	–	297
2018 Q2	$199K	Hold	2,123	–	–	0.12%	85
2018 Q1	$220K	Hold	2,123	–	–	0.13%	81
2017 Q4	$244K	Buy	+2,123	New	+$238K	0.14%	78

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Pathway Financial Advisors's PRU Position: Q3 2018 in Review

Pathway Financial Advisors sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 2,123 shares — an estimated $199K sold.

Pathway Financial Advisors first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $244K in Q4 2017. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

Pathway Financial Advisors reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
Pathway Financial Advisors sold 2,123 Prudential Financial shares in Q3 2018, an estimated $199K.
Pathway Financial Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Pathway Financial Advisors's Prudential Financial position peaked at $244K in Q4 2017.
977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.