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Proficio Capital Partners’s Prudential PUK Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-240
Closed -$10K – 1183
2019
Q2 		$10K Buy
240
+45
+23% +$1.87K ﹤0.01% 938
2019
Q1 		$8K Sell
195
-2,317
-92% -$89.5K ﹤0.01% 962
2018
Q4 		$86K Buy
2,512
+517
+26% +$19.8K 0.04% 188
2018
Q3 		$89K Sell
1,995
-241
-11% -$10.7K 0.03% 220
2018
Q2 		$99K Buy
2,236
+51
+2% +$2.49K 0.04% 209
2018
Q1 		$108K Buy
2,185
+38
+2% +$1.92K 0.03% 197
2017
Q4 		$106K Buy
2,147
+41
+2% +$1.95K 0.03% 204
2017
Q3 		$98K Hold
2,106
– – 0.04% 247
2017
Q2 		$100K Buy
2,106
+21
+1% +$908 0.04% 252
2017
Q1 		$91K Buy
2,085
+1,207
+137% +$47.4K 0.04% 264
2016
Q4 		$34K Buy
878
+299
+52% +$10.7K 0.01% 333
2016
Q3 		$20K Buy
579
+105
+22% +$3.62K 0.01% 429
2016
Q2 		$16K Buy
474
+398
+524% +$14.6K 0.01% 474
2016
Q1 		$3K Sell
76
-266
-78% -$9.63K ﹤0.01% 660
2015
Q4 		$15K Buy
+342
New +$15.2K 0.01% 227

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Dimensional Fund Advisors
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Proficio Capital Partners's PUK Position: Q3 2019 in Review

Proficio Capital Partners sold out of Prudential (PUK) in Q3 2019, closing a stake of 240 shares — an estimated $10K sold.

Proficio Capital Partners first reported a position in PUK in Q4 2015 and held it in 15 quarters. The position peaked at $108K in Q1 2018. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

  • Proficio Capital Partners reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 240 Prudential shares in Q3 2019, an estimated $10K.
  • Proficio Capital Partners first reported a position in Prudential in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Prudential position peaked at $108K in Q1 2018.
  • 197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.