Pin Oak Investment Advisors’s Prudential Financial PRU Stock Holding History

Pin Oak Investment 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
2020 Q1	–	Sell	-79	Closed	-$7K	–	422
2019 Q4	$7K	Buy	+79	New	+$7.25K	0.01%	348
2019 Q2	–	Sell	-23	Closed	-$2K	–	480
2019 Q1	$2K	Hold	23	–	–	﹤0.01%	405
2018 Q4	$2K	Hold	23	–	–	﹤0.01%	404
2018 Q3	$2K	Hold	23	–	–	﹤0.01%	391
2018 Q2	$2K	Hold	23	–	–	﹤0.01%	399
2018 Q1	$2K	Hold	23	–	–	﹤0.01%	407
2017 Q4	$3K	Buy	+23	New	+$2.58K	﹤0.01%	408

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Pin Oak Investment Advisors's PRU Position: Q1 2020 in Review

Pin Oak Investment Advisors sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 79 shares — an estimated $7K sold.

Pin Oak Investment Advisors first reported a position in PRU in Q4 2017 and held it in 7 quarters. The position peaked at $7K in Q4 2019. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Pin Oak Investment Advisors reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Pin Oak Investment Advisors sold 79 Prudential Financial shares in Q1 2020, an estimated $7K.
Pin Oak Investment Advisors first reported a position in Prudential Financial in Q4 2017 and held it in 7 quarters.
Pin Oak Investment Advisors's Prudential Financial position peaked at $7K in Q4 2019.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2020, filed 18 May 2020.