RegentAtlantic Capital’s Prudential PUK Stock Holding History

RegentAtlantic Capital’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
2015 Q1	–	Sell	-143	Closed	-$6.42K	–	795
2014 Q4	$6.42K	Buy	+143	New	+$6.37K	﹤0.01%	980

Other funds holding PUK

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

RegentAtlantic Capital's PUK Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Prudential (PUK) in Q1 2015, closing a stake of 143 shares — an estimated $6.42K sold.

RegentAtlantic Capital first reported a position in PUK in Q4 2014 and held it in 1 quarter. The position peaked at $6.42K in Q4 2014. 157 funds tracked by Wall St. Rank hold PUK as of Q1 2015.

RegentAtlantic Capital reported no remaining Prudential position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 143 Prudential shares in Q1 2015, an estimated $6.42K.
RegentAtlantic Capital first reported a position in Prudential in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Prudential position peaked at $6.42K in Q4 2014.
157 funds tracked by Wall St. Rank held Prudential as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.