WFG Advisors’s Prudential Financial PRU Stock Holding History

WFG 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
2017 Q2	$11K	Sell	99 -103	-51%	-$10.9K	﹤0.01%	1115
2017 Q1	$21K	Buy	202 +168	+494%	+$18.1K	0.01%	872
2016 Q4	$4K	Hold	34	–	–	﹤0.01%	1313
2016 Q3	$3K	Buy	34 +1	+3%	+$77	﹤0.01%	1356
2016 Q2	$2K	Buy	+33	New	+$2.49K	﹤0.01%	1388
2015 Q4	–	Sell	-10	Closed	-$1K	–	1653
2015 Q3	$1K	Hold	10	–	–	﹤0.01%	1516
2015 Q2	$1K	Buy	10 +1	+11%	+$85	﹤0.01%	1585
2015 Q1	$1K	Sell	9 -18	-67%	-$1.46K	﹤0.01%	1656
2014 Q4	$2K	Sell	27 -79	-75%	-$6.79K	﹤0.01%	1864
2014 Q3	$9K	Hold	106	–	–	﹤0.01%	1530
2014 Q2	$9K	Buy	106 +1	+1%	+$84	﹤0.01%	1524
2014 Q1	$9K	Sell	105 -714	-87%	-$61.5K	﹤0.01%	1488
2013 Q4	$76K	Buy	819 +3	+0.4%	+$256	0.01%	852
2013 Q3	$64K	Buy	816 +272	+50%	+$21.3K	0.01%	832
2013 Q2	$40K	Buy	+544	New	+$35.3K	0.01%	973

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

WFG Advisors's PRU Position: Q2 2017 in Review

WFG Advisors reduced its Prudential Financial (PRU) stake by 51% in Q2 2017, selling an estimated $10.9K and leaving 99 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1115.

WFG Advisors first reported a position in PRU in Q2 2013 and has held it in 15 quarters since. The position peaked at $76K in Q4 2013. 880 funds tracked by Wall St. Rank hold PRU as of Q2 2017.

WFG Advisors held 99 shares of Prudential Financial worth $11K as of Q2 2017.
WFG Advisors sold 103 Prudential Financial shares in Q2 2017, an estimated $10.9K.
Prudential Financial made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1115 holding.
WFG Advisors first reported a position in Prudential Financial in Q2 2013 and has held it in 15 quarters since.
WFG Advisors's Prudential Financial position peaked at $76K in Q4 2013.
880 funds tracked by Wall St. Rank held Prudential Financial as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.