WESPAC Advisors SoCal’s Prudential Financial PRU Stock Holding History

WESPAC Advisors SoCal’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
2019 Q2	–	Sell	-200	Closed	-$18K	–	242
2019 Q1	$18K	Hold	200	–	–	0.01%	184
2018 Q4	$16K	Hold	200	–	–	0.01%	202
2018 Q3	$20K	Buy	+200	New	+$19.7K	0.01%	186
2018 Q2	–	Sell	-200	Closed	-$20K	–	210
2018 Q1	$20K	Hold	200	–	–	0.01%	166
2017 Q4	$22K	Hold	200	–	–	0.01%	156
2017 Q3	$21K	Hold	200	–	–	0.01%	162
2017 Q2	$21K	Hold	200	–	–	0.01%	150
2017 Q1	$21.3K	Hold	200	–	–	0.01%	148
2016 Q4	$20.8K	Hold	200	–	–	0.01%	147
2016 Q3	$16.3K	Hold	200	–	–	0.01%	161
2016 Q2	$14.3K	Hold	200	–	–	0.01%	179
2016 Q1	$14.4K	Hold	200	–	–	0.01%	175
2015 Q4	$16K	Buy	+200	New	+$16.5K	0.01%	169

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

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

WESPAC Advisors SoCal's PRU Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Prudential Financial (PRU) in Q2 2019, closing a stake of 200 shares — an estimated $18K sold.

WESPAC Advisors SoCal first reported a position in PRU in Q4 2015 and held it in 13 quarters. The position peaked at $22K in Q4 2017. 995 funds tracked by Wall St. Rank hold PRU as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Prudential Financial position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 200 Prudential Financial shares in Q2 2019, an estimated $18K.
WESPAC Advisors SoCal first reported a position in Prudential Financial in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Prudential Financial position peaked at $22K in Q4 2017.
995 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.