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Wealthspire Advisors (Maryland)’s Prudential PUK Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-1,425
Closed -$56K – 1634
2019
Q1 		$56K Sell
1,425
-177
-11% -$6.83K ﹤0.01% 857
2018
Q4 		$55K Buy
1,602
+2
+0.1% +$76 ﹤0.01% 823
2018
Q3 		$71K Sell
1,600
-198
-11% -$8.76K 0.01% 829
2018
Q2 		$80K Buy
1,798
+75
+4% +$3.66K 0.01% 797
2018
Q1 		$85K Sell
1,723
-259
-13% -$13.1K 0.01% 772
2017
Q4 		$98K Sell
1,982
-55
-3% -$2.62K 0.01% 722
2017
Q3 		$95K Sell
2,037
-379
-16% -$17.3K 0.01% 734
2017
Q2 		$108K Buy
2,416
+423
+21% +$18.3K 0.01% 670
2017
Q1 		$82K Buy
1,993
+852
+75% +$33.5K 0.01% 659
2016
Q4 		$44K Buy
1,141
+241
+27% +$8.65K 0.01% 807
2016
Q3 		$31K Buy
900
+8
+0.9% +$276 ﹤0.01% 921
2016
Q2 		$29K Buy
892
+68
+8% +$2.5K ﹤0.01% 880
2016
Q1 		$30K Sell
824
-13
-2% -$471 0.01% 838
2015
Q4 		$37K Buy
+837
New +$37.3K 0.01% 797

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PUK Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Prudential (PUK) in Q2 2019, closing a stake of 1,425 shares — an estimated $56K sold.

Wealthspire Advisors (Maryland) first reported a position in PUK in Q4 2015 and held it in 14 quarters. The position peaked at $108K in Q2 2017. 202 funds tracked by Wall St. Rank hold PUK as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Prudential position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,425 Prudential shares in Q2 2019, an estimated $56K.
  • Wealthspire Advisors (Maryland) first reported a position in Prudential in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Prudential position peaked at $108K in Q2 2017.
  • 202 funds tracked by Wall St. Rank held Prudential as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.