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Strategic Capital Group’s Prudential Financial PRU Stock Holding History

Strategic Capital Group’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
2014
Q2 		$11K Sell
120
-737
-86% -$62K ﹤0.01% 260
2014
Q1 		$73K Buy
+857
New +$73.8K 0.02% 200
2013
Q4 		– Sell
-358
Closed -$28K – 253
2013
Q3 		$28K Hold
358
– – 0.01% 221
2013
Q2 		$26K Buy
+358
New +$23.2K 0.01% 206

Other funds holding PRU

Norges Bank
Norges Bank Oslo, Norway $935B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Capital Group's PRU Position: Q2 2014 in Review

Strategic Capital Group reduced its Prudential Financial (PRU) stake by 86% in Q2 2014, selling an estimated $62K and leaving 120 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #260.

Strategic Capital Group first reported a position in PRU in Q2 2013 and has held it in 4 quarters since. The position peaked at $73K in Q1 2014. 710 funds tracked by Wall St. Rank hold PRU as of Q2 2014.

  • Strategic Capital Group held 120 shares of Prudential Financial worth $11K as of Q2 2014.
  • Strategic Capital Group sold 737 Prudential Financial shares in Q2 2014, an estimated $62K.
  • Prudential Financial made up ﹤0.01% of Strategic Capital Group's portfolio in Q2 2014, its #260 holding.
  • Strategic Capital Group first reported a position in Prudential Financial in Q2 2013 and has held it in 4 quarters since.
  • Strategic Capital Group's Prudential Financial position peaked at $73K in Q1 2014.
  • 710 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.