WealthTrust-Arizona’s Prudential Financial PRU Stock Holding History

WealthTrust-Arizona’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
2018 Q4	$12K	Hold	144	–	–	0.01%	354
2018 Q3	$15K	Buy	144 +4	+3%	+$394	0.01%	345
2018 Q2	$13K	Hold	140	–	–	0.01%	350
2018 Q1	$14K	Hold	140	–	–	0.01%	348
2017 Q4	$16K	Hold	140	–	–	0.01%	329
2017 Q3	$15K	Hold	140	–	–	0.01%	320
2017 Q2	$15K	Hold	140	–	–	0.01%	309
2017 Q1	$15K	Hold	140	–	–	0.01%	311
2016 Q4	$15K	Sell	140 -550	-80%	-$52.1K	0.01%	310
2016 Q3	$56K	Buy	690 +102	+17%	+$7.83K	0.03%	132
2016 Q2	$42K	Hold	588	–	–	0.03%	163
2016 Q1	$42K	Hold	588	–	–	0.03%	158
2015 Q4	$48K	Hold	588	–	–	0.03%	153
2015 Q3	$45K	Hold	588	–	–	0.03%	156
2015 Q2	$51K	Buy	588 +550	+1,447%	+$46.7K	0.03%	156
2015 Q1	$3K	Hold	38	–	–	﹤0.01%	561
2014 Q4	$3K	Hold	38	–	–	﹤0.01%	530
2014 Q3	$3K	Hold	38	–	–	﹤0.01%	535
2014 Q2	$3K	Hold	38	–	–	﹤0.01%	528
2014 Q1	$3K	Hold	38	–	–	﹤0.01%	543
2013 Q4	$4K	Buy	+38	New	+$3.24K	﹤0.01%	507

Other funds holding PRU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthTrust-Arizona's PRU Position: Q4 2018 in Review

WealthTrust-Arizona held its Prudential Financial (PRU) position steady in Q4 2018 at 144 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #354.

WealthTrust-Arizona first reported a position in PRU in Q4 2013 and has held it in 21 quarters since. The position peaked at $56K in Q3 2016. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

WealthTrust-Arizona held 144 shares of Prudential Financial worth $12K as of Q4 2018.
WealthTrust-Arizona left its Prudential Financial share count unchanged in Q4 2018.
Prudential Financial made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #354 holding.
WealthTrust-Arizona first reported a position in Prudential Financial in Q4 2013 and has held it in 21 quarters since.
WealthTrust-Arizona's Prudential Financial position peaked at $56K in Q3 2016.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.