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Ullmann Wealth Partners Group’s Prudential Financial PRU Stock Holding History

Ullmann Wealth Partners Group’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
2017
Q3 		– Sell
-35
Closed -$3K – 113
2017
Q2 		$3K Sell
35
-159
-82% -$16.9K ﹤0.01% 153
2017
Q1 		$20K Buy
+194
New +$20.9K 0.02% 106

Other funds holding PRU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ullmann Wealth Partners Group's PRU Position: Q3 2017 in Review

Ullmann Wealth Partners Group sold out of Prudential Financial (PRU) in Q3 2017, closing a stake of 35 shares — an estimated $3K sold.

Ullmann Wealth Partners Group first reported a position in PRU in Q1 2017 and held it in 2 quarters. The position peaked at $20K in Q1 2017. 884 funds tracked by Wall St. Rank hold PRU as of Q3 2017.

  • Ullmann Wealth Partners Group reported no remaining Prudential Financial position as of Q3 2017 after selling out during the quarter.
  • Ullmann Wealth Partners Group sold 35 Prudential Financial shares in Q3 2017, an estimated $3K.
  • Ullmann Wealth Partners Group first reported a position in Prudential Financial in Q1 2017 and held it in 2 quarters.
  • Ullmann Wealth Partners Group's Prudential Financial position peaked at $20K in Q1 2017.
  • 884 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2017.

Based on Ullmann Wealth Partners Group's 13F filing for Q3 2017, filed 14 Nov 2017.