Torch Wealth Management’s Prudential Financial PRU Stock Holding History

Torch Wealth Management’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 Q3	–	Sell	-1,000	Closed	-$89K	–	200
2014 Q2	$89K	Hold	1,000	–	–	0.06%	129
2014 Q1	$85K	Hold	1,000	–	–	0.06%	121
2013 Q4	$92K	Buy	+1,000	New	+$85.4K	0.07%	116

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Torch Wealth Management's PRU Position: Q3 2014 in Review

Torch Wealth Management sold out of Prudential Financial (PRU) in Q3 2014, closing a stake of 1,000 shares — an estimated $89K sold.

Torch Wealth Management first reported a position in PRU in Q4 2013 and held it in 3 quarters. The position peaked at $92K in Q4 2013. 733 funds tracked by Wall St. Rank hold PRU as of Q3 2014.

Torch Wealth Management reported no remaining Prudential Financial position as of Q3 2014 after selling out during the quarter.
Torch Wealth Management sold 1,000 Prudential Financial shares in Q3 2014, an estimated $89K.
Torch Wealth Management first reported a position in Prudential Financial in Q4 2013 and held it in 3 quarters.
Torch Wealth Management's Prudential Financial position peaked at $92K in Q4 2013.
733 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.