TCI Wealth Advisors’s Prudential PUK Stock Holding History

TCI Wealth Advisors’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
2018 Q4	–	Sell	-575	Closed	-$26K	–	1601
2018 Q3	$26K	Hold	575	–	–	0.01%	447
2018 Q2	$26K	Hold	575	–	–	0.01%	430
2018 Q1	$29K	Hold	575	–	–	0.01%	415
2017 Q4	$28K	Hold	575	–	–	0.01%	434
2017 Q3	$27K	Hold	575	–	–	0.01%	415
2017 Q2	$26K	Hold	575	–	–	0.01%	420
2017 Q1	$24K	Sell	575 -9	-2%	-$354	0.01%	423
2016 Q4	$23K	Hold	584	–	–	0.01%	460
2016 Q3	$20K	Buy	584 +75	+15%	+$2.59K	0.01%	449
2016 Q2	$17K	Hold	509	–	–	0.01%	471
2016 Q1	$18K	Hold	509	–	–	0.01%	466
2015 Q4	$22K	Hold	509	–	–	0.01%	421
2015 Q3	$21K	Sell	509 -7	-1%	-$311	0.01%	392
2015 Q2	$24K	Hold	516	–	–	0.01%	370
2015 Q1	$25K	Buy	516 +8	+2%	+$380	0.02%	330
2014 Q4	$23K	Hold	508	–	–	0.01%	338
2014 Q3	$22K	Sell	508 -113	-18%	-$5.13K	0.01%	326
2014 Q2	$28K	Buy	621 +25	+4%	+$1.11K	0.02%	309
2014 Q1	$25K	Hold	596	–	–	0.02%	304
2013 Q4	$26K	Hold	596	–	–	0.02%	319
2013 Q3	$0	Buy	+596	New	+$20.8K	﹤0.01%	827

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

TCI Wealth Advisors's PUK Position: Q4 2018 in Review

TCI Wealth Advisors sold out of Prudential (PUK) in Q4 2018, closing a stake of 575 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in PUK in Q3 2013 and held it in 21 quarters. The position peaked at $29K in Q1 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

TCI Wealth Advisors reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
TCI Wealth Advisors sold 575 Prudential shares in Q4 2018, an estimated $26K.
TCI Wealth Advisors first reported a position in Prudential in Q3 2013 and held it in 21 quarters.
TCI Wealth Advisors's Prudential position peaked at $29K in Q1 2018.
204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on TCI Wealth Advisors's 13F filing for Q4 2018, filed 17 Jan 2019.