SWS Partners’s Prudential Financial PRU Stock Holding History

SWS Partners’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
2018 Q2	–	Sell	-281	Closed	-$28K	–	256
2018 Q1	$28K	Sell	281 -36	-11%	-$4.06K	0.02%	190
2017 Q4	$36K	Buy	+317	New	+$35.6K	0.03%	176

Other funds holding PRU

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

SWS Partners's PRU Position: Q2 2018 in Review

SWS Partners sold out of Prudential Financial (PRU) in Q2 2018, closing a stake of 281 shares — an estimated $28K sold.

SWS Partners first reported a position in PRU in Q4 2017 and held it in 2 quarters. The position peaked at $36K in Q4 2017. 975 funds tracked by Wall St. Rank hold PRU as of Q2 2018.

SWS Partners reported no remaining Prudential Financial position as of Q2 2018 after selling out during the quarter.
SWS Partners sold 281 Prudential Financial shares in Q2 2018, an estimated $28K.
SWS Partners first reported a position in Prudential Financial in Q4 2017 and held it in 2 quarters.
SWS Partners's Prudential Financial position peaked at $36K in Q4 2017.
975 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2018.

Based on SWS Partners's 13F filing for Q2 2018, filed 13 Aug 2018.