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Simon Quick Advisors’s Prudential PUK Stock Holding History

Simon Quick Advisors’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
2019
Q3 		– Sell
-148
Closed -$6.31K – 487
2019
Q2 		$6.31K Buy
+148
New +$6.16K ﹤0.01% 264

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
Northern Trust
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simon Quick Advisors's PUK Position: Q3 2019 in Review

Simon Quick Advisors sold out of Prudential (PUK) in Q3 2019, closing a stake of 148 shares — an estimated $6.31K sold.

Simon Quick Advisors first reported a position in PUK in Q2 2019 and held it in 1 quarter. The position peaked at $6.31K in Q2 2019. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

  • Simon Quick Advisors reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
  • Simon Quick Advisors sold 148 Prudential shares in Q3 2019, an estimated $6.31K.
  • Simon Quick Advisors first reported a position in Prudential in Q2 2019 and held it in 1 quarter.
  • Simon Quick Advisors's Prudential position peaked at $6.31K in Q2 2019.
  • 197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on Simon Quick Advisors's 13F filing for Q3 2019, filed 16 Oct 2019.