SimplyRich’s Prudential PUK Stock Holding History

SimplyRich’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
2018 Q2	–	Sell	-4,227	Closed	-$210K	–	168
2018 Q1	$210K	Hold	4,227	–	–	0.12%	169
2017 Q4	$208K	Buy	+4,227	New	+$201K	0.12%	161

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

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

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

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

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

SimplyRich's PUK Position: Q2 2018 in Review

SimplyRich sold out of Prudential (PUK) in Q2 2018, closing a stake of 4,227 shares — an estimated $210K sold.

SimplyRich first reported a position in PUK in Q4 2017 and held it in 2 quarters. The position peaked at $210K in Q1 2018. 206 funds tracked by Wall St. Rank hold PUK as of Q2 2018.

SimplyRich reported no remaining Prudential position as of Q2 2018 after selling out during the quarter.
SimplyRich sold 4,227 Prudential shares in Q2 2018, an estimated $210K.
SimplyRich first reported a position in Prudential in Q4 2017 and held it in 2 quarters.
SimplyRich's Prudential position peaked at $210K in Q1 2018.
206 funds tracked by Wall St. Rank held Prudential as of Q2 2018.

Based on SimplyRich's 13F filing for Q2 2018, filed 2 Aug 2018.