Shine Investment Advisory Services’s Prudential PUK Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$7K	Hold	252	–	–	﹤0.01%	597
2020 Q2	$7K	Buy	252 +65	+35%	+$1.72K	﹤0.01%	601
2020 Q1	$4K	Sell	187 -43	-19%	-$1.37K	﹤0.01%	638
2019 Q4	$8K	Hold	230	–	–	﹤0.01%	619
2019 Q3	$8K	Hold	230	–	–	﹤0.01%	596
2019 Q2	$10K	Hold	230	–	–	﹤0.01%	540
2019 Q1	$9K	Buy	230 +41	+22%	+$1.58K	﹤0.01%	564
2018 Q4	$6K	Hold	189	–	–	﹤0.01%	599
2018 Q3	$8K	Hold	189	–	–	﹤0.01%	558
2018 Q2	$8K	Hold	189	–	–	﹤0.01%	562
2018 Q1	$9K	Hold	189	–	–	﹤0.01%	542
2017 Q4	$9K	Hold	189	–	–	﹤0.01%	549
2017 Q3	$9K	Hold	189	–	–	﹤0.01%	544
2017 Q2	$8K	Buy	+189	New	+$8.17K	﹤0.01%	556

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Shine Investment Advisory Services's PUK Position: Q3 2020 in Review

Shine Investment Advisory Services held its Prudential (PUK) position steady in Q3 2020 at 252 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Shine Investment Advisory Services first reported a position in PUK in Q2 2017 and has held it in 14 quarters since. The position peaked at $10K in Q2 2019. 170 funds tracked by Wall St. Rank hold PUK as of Q3 2020.

Shine Investment Advisory Services held 252 shares of Prudential worth $7K as of Q3 2020.
Shine Investment Advisory Services left its Prudential share count unchanged in Q3 2020.
Prudential made up ﹤0.01% of Shine Investment Advisory Services's portfolio in Q3 2020, its #597 holding.
Shine Investment Advisory Services first reported a position in Prudential in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's Prudential position peaked at $10K in Q2 2019.
170 funds tracked by Wall St. Rank held Prudential as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.