Polaris Wealth Advisory Group’s Prudential Financial PRU Stock Holding History

Polaris Wealth Advisory Group’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 Q4	–	Sell	-158	Closed	-$16K	–	370
2018 Q3	$16K	Buy	+158	New	+$15.6K	﹤0.01%	348
2018 Q2	–	Sell	-158	Closed	-$16K	–	380
2018 Q1	$16K	Buy	+158	New	+$17.8K	﹤0.01%	317

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

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

Polaris Wealth Advisory Group's PRU Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 158 shares — an estimated $16K sold.

Polaris Wealth Advisory Group first reported a position in PRU in Q1 2018 and held it in 2 quarters. The position peaked at $16K in Q3 2018. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

Polaris Wealth Advisory Group reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
Polaris Wealth Advisory Group sold 158 Prudential Financial shares in Q4 2018, an estimated $16K.
Polaris Wealth Advisory Group first reported a position in Prudential Financial in Q1 2018 and held it in 2 quarters.
Polaris Wealth Advisory Group's Prudential Financial position peaked at $16K in Q3 2018.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.