Stelac Advisory Services’s Prudential PUK Stock Holding History

Stelac Advisory Services’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
2019 Q2	–	Sell	-3,035	Closed	-$104K	–	117
2019 Q1	$104K	Hold	3,035	–	–	0.05%	115
2018 Q4	$104K	Hold	3,035	–	–	0.05%	107
2018 Q3	$135K	Buy	+3,035	New	+$134K	0.04%	102

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

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Stelac Advisory Services's PUK Position: Q2 2019 in Review

Stelac Advisory Services sold out of Prudential (PUK) in Q2 2019, closing a stake of 3,035 shares — an estimated $104K sold.

Stelac Advisory Services first reported a position in PUK in Q3 2018 and held it in 3 quarters. The position peaked at $135K in Q3 2018. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

Stelac Advisory Services reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
Stelac Advisory Services sold 3,035 Prudential shares in Q2 2019, an estimated $104K.
Stelac Advisory Services first reported a position in Prudential in Q3 2018 and held it in 3 quarters.
Stelac Advisory Services's Prudential position peaked at $135K in Q3 2018.
202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Stelac Advisory Services's 13F filing for Q2 2019, filed 29 Jul 2019.