Westover Capital Advisors’s Prudential Financial PRU Stock Holding History

Westover Capital Advisors’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 Q3	–	Sell	-5,491	Closed	-$555K	–	145
2019 Q2	$555K	Buy	+5,491	New	+$547K	0.27%	76
2018 Q4	–	Sell	-2,557	Closed	-$259K	–	133
2018 Q3	$259K	Buy	+2,557	New	+$252K	0.13%	102
2018 Q2	–	Sell	-2,466	Closed	-$255K	–	111
2018 Q1	$255K	Buy	+2,466	New	+$278K	0.14%	102
2015 Q1	–	Sell	-3,066	Closed	-$277K	–	92
2014 Q4	$277K	Hold	3,066	–	–	0.24%	75
2014 Q3	$270K	Hold	3,066	–	–	0.22%	78
2014 Q2	$272K	Hold	3,066	–	–	0.23%	77
2014 Q1	$260K	Buy	+3,066	New	+$264K	0.24%	74

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

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

NLI

Nippon Life Insurance Tokyo, Japan $6.04B AUM 4.21% 1-Year Est. Return

Westover Capital Advisors's PRU Position: Q3 2019 in Review

Westover Capital Advisors sold out of Prudential Financial (PRU) in Q3 2019, closing a stake of 5,491 shares — an estimated $555K sold.

Westover Capital Advisors first reported a position in PRU in Q1 2014 and held it in 7 quarters. The position peaked at $555K in Q2 2019. 955 funds tracked by Wall St. Rank hold PRU as of Q3 2019.

Westover Capital Advisors reported no remaining Prudential Financial position as of Q3 2019 after selling out during the quarter.
Westover Capital Advisors sold 5,491 Prudential Financial shares in Q3 2019, an estimated $555K.
Westover Capital Advisors first reported a position in Prudential Financial in Q1 2014 and held it in 7 quarters.
Westover Capital Advisors's Prudential Financial position peaked at $555K in Q2 2019.
955 funds tracked by Wall St. Rank held Prudential Financial as of Q3 2019.

Based on Westover Capital Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.