Santori & Peters Inc’s Prudential PUK Stock Holding History

Santori & Peters Inc’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
2018 Q1	–	Sell	-535	Closed	-$25K	–	405
2017 Q4	$25K	Buy	+535	New	+$25.5K	0.02%	164

Other funds holding PUK

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

CTA

Carillon Tower Advisers St. Petersburg, Florida $16.4B AUM 64.75% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Santori & Peters Inc's PUK Position: Q1 2018 in Review

Santori & Peters Inc sold out of Prudential (PUK) in Q1 2018, closing a stake of 535 shares — an estimated $25K sold.

Santori & Peters Inc first reported a position in PUK in Q4 2017 and held it in 1 quarter. The position peaked at $25K in Q4 2017. 219 funds tracked by Wall St. Rank hold PUK as of Q1 2018.

Santori & Peters Inc reported no remaining Prudential position as of Q1 2018 after selling out during the quarter.
Santori & Peters Inc sold 535 Prudential shares in Q1 2018, an estimated $25K.
Santori & Peters Inc first reported a position in Prudential in Q4 2017 and held it in 1 quarter.
Santori & Peters Inc's Prudential position peaked at $25K in Q4 2017.
219 funds tracked by Wall St. Rank held Prudential as of Q1 2018.

Based on Santori & Peters Inc's 13F filing for Q1 2018, filed 16 Apr 2018.