RPg Family Wealth Advisory’s Prudential Financial PRU Stock Holding History

RPg Family Wealth Advisory’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 Q1	–	Sell	-326	Closed	-$37.5K	–	277
2017 Q4	$37.5K	Hold	326	–	–	0.03%	156
2017 Q3	$34.7K	Hold	326	–	–	0.03%	167
2017 Q2	$35.3K	Hold	326	–	–	0.03%	194
2017 Q1	$34.8K	Sell	326 -10	-3%	-$1.08K	0.03%	167
2016 Q4	$35K	Sell	336 -35,114	-99%	-$3.33M	0.03%	143
2016 Q3	$2.89M	Sell	35,450 -34,377	-49%	-$2.64M	2.05%	22
2016 Q2	$4.98M	Buy	69,827 +34,753	+99%	+$2.62M	2.18%	20
2016 Q1	$2.53M	Buy	35,074 +535	+2%	+$37.3K	1.96%	24
2015 Q4	$2.81M	Buy	+34,539	New	+$2.86M	2.58%	20

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

RPg Family Wealth Advisory's PRU Position: Q1 2018 in Review

RPg Family Wealth Advisory sold out of Prudential Financial (PRU) in Q1 2018, closing a stake of 326 shares — an estimated $37.5K sold.

RPg Family Wealth Advisory first reported a position in PRU in Q4 2015 and held it in 9 quarters. The position peaked at $4.98M in Q2 2016. 988 funds tracked by Wall St. Rank hold PRU as of Q1 2018.

RPg Family Wealth Advisory reported no remaining Prudential Financial position as of Q1 2018 after selling out during the quarter.
RPg Family Wealth Advisory sold 326 Prudential Financial shares in Q1 2018, an estimated $37.5K.
RPg Family Wealth Advisory first reported a position in Prudential Financial in Q4 2015 and held it in 9 quarters.
RPg Family Wealth Advisory's Prudential Financial position peaked at $4.98M in Q2 2016.
988 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2018.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2018, filed 15 May 2018.