SRH Advisors’s Prudential Financial PRU Stock Holding History

SRH 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
2017 Q3	–	Sell	-87	Closed	-$9K	–	245
2017 Q2	$9K	Hold	87	–	–	0.04%	125
2017 Q1	$9K	Hold	87	–	–	0.04%	124
2016 Q4	$9K	Hold	87	–	–	0.04%	121
2016 Q3	$7K	Hold	87	–	–	0.04%	128
2016 Q2	$6K	Hold	87	–	–	0.03%	132
2016 Q1	$6K	Hold	87	–	–	0.03%	134
2015 Q4	$7K	Hold	87	–	–	0.04%	127
2015 Q3	$7K	Hold	87	–	–	0.04%	124
2015 Q2	$8K	Hold	87	–	–	0.05%	119
2015 Q1	$7K	Hold	87	–	–	0.05%	117
2014 Q4	$8K	Hold	87	–	–	0.05%	112
2014 Q3	$8K	Hold	87	–	–	0.06%	104
2014 Q2	$8K	Hold	87	–	–	0.06%	105
2014 Q1	$7K	Hold	87	–	–	0.06%	111
2013 Q4	$8K	Buy	+87	New	+$7.43K	0.08%	102

Other funds holding PRU

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SRH Advisors's PRU Position: Q3 2017 in Review

SRH Advisors sold out of Prudential Financial (PRU) in Q3 2017, closing a stake of 87 shares — an estimated $9K sold.

SRH Advisors first reported a position in PRU in Q4 2013 and held it in 15 quarters. The position peaked at $9K in Q2 2017. 884 funds tracked by Wall St. Rank hold PRU as of Q3 2017.

SRH Advisors reported no remaining Prudential Financial position as of Q3 2017 after selling out during the quarter.
SRH Advisors sold 87 Prudential Financial shares in Q3 2017, an estimated $9K.
SRH Advisors first reported a position in Prudential Financial in Q4 2013 and held it in 15 quarters.
SRH Advisors's Prudential Financial position peaked at $9K in Q2 2017.
884 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2017.

Based on SRH Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.