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TrueWealth LLC’s Prudential PUK Stock Holding History

TrueWealth LLC’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
-882
Closed -$39K – 795
2018
Q3 		$39K Hold
882
– – 0.02% 304
2018
Q2 		$39K Hold
882
– – 0.02% 292
2018
Q1 		$44K Sell
882
-255
-22% -$12.9K 0.02% 271
2017
Q4 		$56K Buy
+1,137
New +$54.1K 0.03% 277

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TrueWealth LLC's PUK Position: Q4 2018 in Review

TrueWealth LLC sold out of Prudential (PUK) in Q4 2018, closing a stake of 882 shares — an estimated $39K sold.

TrueWealth LLC first reported a position in PUK in Q4 2017 and held it in 4 quarters. The position peaked at $56K in Q4 2017. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

  • TrueWealth LLC reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 882 Prudential shares in Q4 2018, an estimated $39K.
  • TrueWealth LLC first reported a position in Prudential in Q4 2017 and held it in 4 quarters.
  • TrueWealth LLC's Prudential position peaked at $56K in Q4 2017.
  • 204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.