Signature Wealth Management Group’s Prudential Financial PRU Stock Holding History

Signature Wealth Management Group’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 Q3	–	Sell	-4	Closed	–	–	345
2018 Q2	$0	Sell	4 -44	-92%	-$4.45K	﹤0.01%	340
2018 Q1	$5K	Buy	48 +4	+9%	+$451	﹤0.01%	250
2017 Q4	$5K	Buy	+44	New	+$4.94K	﹤0.01%	260

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Signature Wealth Management Group's PRU Position: Q3 2018 in Review

Signature Wealth Management Group sold out of Prudential Financial (PRU) in Q3 2018, closing a stake of 4 shares.

Signature Wealth Management Group first reported a position in PRU in Q4 2017 and held it in 3 quarters. The position peaked at $5K in Q1 2018. 977 funds tracked by Wall St. Rank hold PRU as of Q3 2018.

Signature Wealth Management Group reported no remaining Prudential Financial position as of Q3 2018 after selling out during the quarter.
Signature Wealth Management Group sold 4 Prudential Financial shares in Q3 2018.
Signature Wealth Management Group first reported a position in Prudential Financial in Q4 2017 and held it in 3 quarters.
Signature Wealth Management Group's Prudential Financial position peaked at $5K in Q1 2018.
977 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.