WCM
PUK icon

Wealthcare Capital Management’s Prudential PUK Stock Holding History

Wealthcare Capital Management’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
2020
Q1 		– Sell
-114
Closed -$4K – 544
2019
Q4 		$4K Buy
+114
New +$4.02K ﹤0.01% 327
2015
Q2 		– Sell
-171
Closed -$8K – 751
2015
Q1 		$8K Buy
+171
New +$8.13K ﹤0.01% 540

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wealthcare Capital Management's PUK Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Prudential (PUK) in Q1 2020, closing a stake of 114 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in PUK in Q1 2015 and held it in 2 quarters. The position peaked at $8K in Q1 2015. 189 funds tracked by Wall St. Rank hold PUK as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Prudential position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 114 Prudential shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Prudential in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Prudential position peaked at $8K in Q1 2015.
  • 189 funds tracked by Wall St. Rank held Prudential as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.