Plante Moran Financial Advisors’s Prudential PUK Stock Holding History

Plante Moran Financial 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
2018 Q3	–	Sell	-966	Closed	-$43K	–	832
2018 Q2	$43K	Buy	966 +378	+64%	+$18.5K	0.02%	361
2018 Q1	$29K	Buy	588 +34	+6%	+$1.72K	0.02%	441
2017 Q4	$27K	Buy	554 +526	+1,879%	+$25K	0.02%	457
2017 Q3	$1K	Sell	28 -2	-7%	-$91	﹤0.01%	781
2017 Q2	$1K	Sell	30 -578	-95%	-$25K	﹤0.01%	797
2017 Q1	$25K	Buy	608 +469	+337%	+$18.4K	0.02%	441
2016 Q4	$5K	Buy	+139	New	+$4.99K	﹤0.01%	723

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Plante Moran Financial Advisors's PUK Position: Q3 2018 in Review

Plante Moran Financial Advisors sold out of Prudential (PUK) in Q3 2018, closing a stake of 966 shares — an estimated $43K sold.

Plante Moran Financial Advisors first reported a position in PUK in Q4 2016 and held it in 7 quarters. The position peaked at $43K in Q2 2018. 211 funds tracked by Wall St. Rank hold PUK as of Q3 2018.

Plante Moran Financial Advisors reported no remaining Prudential position as of Q3 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 966 Prudential shares in Q3 2018, an estimated $43K.
Plante Moran Financial Advisors first reported a position in Prudential in Q4 2016 and held it in 7 quarters.
Plante Moran Financial Advisors's Prudential position peaked at $43K in Q2 2018.
211 funds tracked by Wall St. Rank held Prudential as of Q3 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2018, filed 9 Nov 2018.