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Symphony Asset Management’s Prudential PUK Stock Holding History

Symphony Asset Management’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
2014
Q4 		– Sell
-4,624
Closed -$200K – 434
2014
Q3 		$200K Hold
4,624
– – 0.02% 394
2014
Q2 		$205K Buy
+4,624
New +$205K 0.02% 399
2014
Q1 		– Sell
-18,615
Closed -$813K – 461
2013
Q4 		$813K Buy
+18,615
New +$738K 0.06% 226

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Symphony Asset Management's PUK Position: Q4 2014 in Review

Symphony Asset Management sold out of Prudential (PUK) in Q4 2014, closing a stake of 4,624 shares — an estimated $200K sold.

Symphony Asset Management first reported a position in PUK in Q4 2013 and held it in 3 quarters. The position peaked at $813K in Q4 2013. 143 funds tracked by Wall St. Rank hold PUK as of Q4 2014.

  • Symphony Asset Management reported no remaining Prudential position as of Q4 2014 after selling out during the quarter.
  • Symphony Asset Management sold 4,624 Prudential shares in Q4 2014, an estimated $200K.
  • Symphony Asset Management first reported a position in Prudential in Q4 2013 and held it in 3 quarters.
  • Symphony Asset Management's Prudential position peaked at $813K in Q4 2013.
  • 143 funds tracked by Wall St. Rank held Prudential as of Q4 2014.

Based on Symphony Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.