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Valley National Advisers’s Prudential PUK Stock Holding History

Valley National Advisers’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
2019
Q1 		– Sell
-95
Closed -$3K – 797
2018
Q4 		$3K Buy
+95
New +$3.63K ﹤0.01% 599

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Valley National Advisers's PUK Position: Q1 2019 in Review

Valley National Advisers sold out of Prudential (PUK) in Q1 2019, closing a stake of 95 shares — an estimated $3K sold.

Valley National Advisers first reported a position in PUK in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 206 funds tracked by Wall St. Rank hold PUK as of Q1 2019.

  • Valley National Advisers reported no remaining Prudential position as of Q1 2019 after selling out during the quarter.
  • Valley National Advisers sold 95 Prudential shares in Q1 2019, an estimated $3K.
  • Valley National Advisers first reported a position in Prudential in Q4 2018 and held it in 1 quarter.
  • Valley National Advisers's Prudential position peaked at $3K in Q4 2018.
  • 206 funds tracked by Wall St. Rank held Prudential as of Q1 2019.

Based on Valley National Advisers's 13F filing for Q1 2019, filed 26 Apr 2019.