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US Financial Advisors’s Prudential Financial PRU Stock Holding History

US Financial Advisors’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
2016
Q2 		– Sell
-287
Closed -$21K – 308
2016
Q1 		$21K Sell
287
-314
-52% -$21.9K 0.04% 160
2015
Q4 		$49K Buy
601
+101
+20% +$8.35K 0.05% 143
2015
Q3 		$38K Hold
500
– – 0.06% 135
2015
Q2 		$44K Buy
500
+50
+11% +$4.24K 0.04% 116
2015
Q1 		$36K Sell
450
-55
-11% -$4.46K 0.03% 141
2014
Q4 		$46K Buy
+505
New +$43.4K 0.04% 114

Other funds holding PRU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

US Financial Advisors's PRU Position: Q2 2016 in Review

US Financial Advisors sold out of Prudential Financial (PRU) in Q2 2016, closing a stake of 287 shares — an estimated $21K sold.

US Financial Advisors first reported a position in PRU in Q4 2014 and held it in 6 quarters. The position peaked at $49K in Q4 2015. 766 funds tracked by Wall St. Rank hold PRU as of Q2 2016.

  • US Financial Advisors reported no remaining Prudential Financial position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 287 Prudential Financial shares in Q2 2016, an estimated $21K.
  • US Financial Advisors first reported a position in Prudential Financial in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's Prudential Financial position peaked at $49K in Q4 2015.
  • 766 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.