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Simply Money Advisors’s Prudential Financial PRU Stock Holding History

Simply Money Advisors’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
2013
Q3 		– Sell
-179
Closed -$13K – 303
2013
Q2 		$13K Buy
+179
New +$11.6K ﹤0.01% 136

Other funds holding PRU

Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Simply Money Advisors's PRU Position: Q3 2013 in Review

Simply Money Advisors sold out of Prudential Financial (PRU) in Q3 2013, closing a stake of 179 shares — an estimated $13K sold.

Simply Money Advisors first reported a position in PRU in Q2 2013 and held it in 1 quarter. The position peaked at $13K in Q2 2013. 622 funds tracked by Wall St. Rank hold PRU as of Q3 2013.

  • Simply Money Advisors reported no remaining Prudential Financial position as of Q3 2013 after selling out during the quarter.
  • Simply Money Advisors sold 179 Prudential Financial shares in Q3 2013, an estimated $13K.
  • Simply Money Advisors first reported a position in Prudential Financial in Q2 2013 and held it in 1 quarter.
  • Simply Money Advisors's Prudential Financial position peaked at $13K in Q2 2013.
  • 622 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2013.

Based on Simply Money Advisors's 13F filing for Q3 2013, filed 15 Oct 2013.