WealthStone’s Prudential PUK Stock Holding History

WealthStone’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 Q3	–	Sell	-74	Closed	-$3.15K	–	471
2019 Q2	$3.15K	Buy	+74	New	+$3.08K	﹤0.01%	439

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthStone's PUK Position: Q3 2019 in Review

WealthStone sold out of Prudential (PUK) in Q3 2019, closing a stake of 74 shares — an estimated $3.15K sold.

WealthStone first reported a position in PUK in Q2 2019 and held it in 1 quarter. The position peaked at $3.15K in Q2 2019. 197 funds tracked by Wall St. Rank hold PUK as of Q3 2019.

WealthStone reported no remaining Prudential position as of Q3 2019 after selling out during the quarter.
WealthStone sold 74 Prudential shares in Q3 2019, an estimated $3.15K.
WealthStone first reported a position in Prudential in Q2 2019 and held it in 1 quarter.
WealthStone's Prudential position peaked at $3.15K in Q2 2019.
197 funds tracked by Wall St. Rank held Prudential as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.