SIM
PJH

Sonora Investment Management’s PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 PJH Stock Holding History

Sonora Investment Management’s Portfolio PJH Stock Details PJH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-91
Closed -$2K – 1849
2019
Q2 		$2K Hold
91
– – ﹤0.01% 1594
2019
Q1 		$2K Hold
91
– – ﹤0.01% 1409
2018
Q4 		$2K Hold
91
– – ﹤0.01% 1163
2018
Q3 		$2K Hold
91
– – ﹤0.01% 1135
2018
Q2 		$2K Hold
91
– – ﹤0.01% 1088
2018
Q1 		$2.29K Hold
91
– – ﹤0.01% 1043
2017
Q4 		$2.3K Hold
91
– – ﹤0.01% 1045
2017
Q3 		$2.33K Buy
+91
New +$2.36K ﹤0.01% 972

Other funds holding PJH

RCA
Ranch Capital Advisors Sarasota, Florida $316M AUM 26.15% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Sonora Investment Management's PJH Position: Q3 2019 in Review

Sonora Investment Management sold out of PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 (PJH) in Q3 2019, closing a stake of 91 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in PJH in Q3 2017 and held it in 8 quarters. The position peaked at $2.33K in Q3 2017. 2 funds tracked by Wall St. Rank hold PJH as of Q3 2019.

  • Sonora Investment Management reported no remaining PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 91 PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 shares in Q3 2019, an estimated $2K.
  • Sonora Investment Management first reported a position in PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 in Q3 2017 and held it in 8 quarters.
  • Sonora Investment Management's PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 position peaked at $2.33K in Q3 2017.
  • 2 funds tracked by Wall St. Rank held PRUDENTIAL FINANCIAL, INC. 5.75% Junior Subordinated Notes due 2052 as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.