Sargent Bickham Lagudis’s Prudential PUK Stock Holding History

Sargent Bickham Lagudis’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
2016 Q4	–	Sell	-278	Closed	-$10K	–	741
2016 Q3	$10K	Buy	+278	New	+$9.59K	﹤0.01%	582

Other funds holding PUK

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

Sargent Bickham Lagudis's PUK Position: Q4 2016 in Review

Sargent Bickham Lagudis sold out of Prudential (PUK) in Q4 2016, closing a stake of 278 shares — an estimated $10K sold.

Sargent Bickham Lagudis first reported a position in PUK in Q3 2016 and held it in 1 quarter. The position peaked at $10K in Q3 2016. 174 funds tracked by Wall St. Rank hold PUK as of Q4 2016.

Sargent Bickham Lagudis reported no remaining Prudential position as of Q4 2016 after selling out during the quarter.
Sargent Bickham Lagudis sold 278 Prudential shares in Q4 2016, an estimated $10K.
Sargent Bickham Lagudis first reported a position in Prudential in Q3 2016 and held it in 1 quarter.
Sargent Bickham Lagudis's Prudential position peaked at $10K in Q3 2016.
174 funds tracked by Wall St. Rank held Prudential as of Q4 2016.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2016, filed 13 Sep 2021.