West Oak Capital’s Prudential Financial PRU Stock Holding History

West Oak Capital’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
2017 Q3	–	Sell	-200	Closed	-$21.6K	–	349
2017 Q2	$21.6K	Hold	200	–	–	0.01%	230
2017 Q1	$21.3K	Hold	200	–	–	0.01%	240
2016 Q4	$20.8K	Buy	200 +100	+100%	+$9.48K	0.01%	236
2016 Q3	$8.16K	Buy	+100	New	+$7.67K	0.01%	300

Other funds holding PRU

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

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

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

West Oak Capital's PRU Position: Q3 2017 in Review

West Oak Capital sold out of Prudential Financial (PRU) in Q3 2017, closing a stake of 200 shares — an estimated $21.6K sold.

West Oak Capital first reported a position in PRU in Q3 2016 and held it in 4 quarters. The position peaked at $21.6K in Q2 2017. 884 funds tracked by Wall St. Rank hold PRU as of Q3 2017.

West Oak Capital reported no remaining Prudential Financial position as of Q3 2017 after selling out during the quarter.
West Oak Capital sold 200 Prudential Financial shares in Q3 2017, an estimated $21.6K.
West Oak Capital first reported a position in Prudential Financial in Q3 2016 and held it in 4 quarters.
West Oak Capital's Prudential Financial position peaked at $21.6K in Q2 2017.
884 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2017.

Based on West Oak Capital's 13F filing for Q3 2017, filed 10 Oct 2017.