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Salem Investment Counselors’s Prudential PUK Stock Holding History

Salem Investment Counselors’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
2017
Q2 		– Sell
-1,134
Closed -$23K – 727
2017
Q1 		$23K Buy
1,134
+1,023
+922% +$40.2K ﹤0.01% 457
2016
Q4 		$4K Buy
+111
New +$3.98K ﹤0.01% 558

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Salem Investment Counselors's PUK Position: Q2 2017 in Review

Salem Investment Counselors sold out of Prudential (PUK) in Q2 2017, closing a stake of 1,134 shares — an estimated $23K sold.

Salem Investment Counselors first reported a position in PUK in Q4 2016 and held it in 2 quarters. The position peaked at $23K in Q1 2017. 180 funds tracked by Wall St. Rank hold PUK as of Q2 2017.

  • Salem Investment Counselors reported no remaining Prudential position as of Q2 2017 after selling out during the quarter.
  • Salem Investment Counselors sold 1,134 Prudential shares in Q2 2017, an estimated $23K.
  • Salem Investment Counselors first reported a position in Prudential in Q4 2016 and held it in 2 quarters.
  • Salem Investment Counselors's Prudential position peaked at $23K in Q1 2017.
  • 180 funds tracked by Wall St. Rank held Prudential as of Q2 2017.

Based on Salem Investment Counselors's 13F filing for Q2 2017, filed 14 Aug 2017.