Simplicity Solutions’s Prudential PUK Stock Holding History

Simplicity Solutions’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 Q1	–	Sell	-6,115	Closed	-$226K	–	867
2019 Q4	$226K	Sell	6,115 -1,001	-14%	-$35.3K	0.01%	760
2019 Q3	$251K	Buy	7,116 +653	+10%	+$24.3K	0.01%	614
2019 Q2	$275K	Buy	+6,463	New	+$269K	0.01%	523
2018 Q4	–	Sell	-6,285	Closed	-$280K	–	752
2018 Q3	$280K	Buy	6,285 +259	+4%	+$11.5K	0.02%	405
2018 Q2	$267K	Buy	+6,026	New	+$294K	0.02%	395

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Simplicity Solutions's PUK Position: Q1 2020 in Review

Simplicity Solutions sold out of Prudential (PUK) in Q1 2020, closing a stake of 6,115 shares — an estimated $226K sold.

Simplicity Solutions first reported a position in PUK in Q2 2018 and held it in 5 quarters. The position peaked at $280K in Q3 2018. 190 funds tracked by Wall St. Rank hold PUK as of Q1 2020.

Simplicity Solutions reported no remaining Prudential position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 6,115 Prudential shares in Q1 2020, an estimated $226K.
Simplicity Solutions first reported a position in Prudential in Q2 2018 and held it in 5 quarters.
Simplicity Solutions's Prudential position peaked at $280K in Q3 2018.
190 funds tracked by Wall St. Rank held Prudential as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.