WFG Advisors’s Prudential PUK Stock Holding History

WFG Advisors’s Portfolio PUK Stock Details PUK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	$4K	Buy	+94	New	+$4.06K	﹤0.01%	1340
2017 Q1	–	Sell	-94	Closed	-$4K	–	1624
2016 Q4	$4K	Buy	+94	New	+$3.38K	﹤0.01%	1314
2015 Q3	–	Sell	-223	Closed	-$10K	–	1687
2015 Q2	$10K	Buy	223 +3	+1%	+$146	﹤0.01%	1189
2015 Q1	$11K	Sell	220 -564	-72%	-$26.8K	﹤0.01%	1177
2014 Q4	$35K	Buy	784 +14	+2%	+$624	0.01%	1021
2014 Q3	$33K	Sell	770 -206	-21%	-$9.35K	0.01%	1074
2014 Q2	$43K	Sell	976 -193	-17%	-$8.56K	0.01%	967
2014 Q1	$48K	Sell	1,169 -504	-30%	-$21.5K	0.01%	932
2013 Q4	$73K	Sell	1,673 -111	-6%	-$4.4K	0.01%	863
2013 Q3	$65K	Sell	1,784 -1	-0.1%	-$35	0.01%	827
2013 Q2	$57K	Buy	+1,785	New	+$58.7K	0.01%	837

Other funds holding PUK

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFG Advisors's PUK Position: Q2 2017 in Review

WFG Advisors opened a new position in Prudential (PUK) in Q2 2017: 94 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #1340 among its holdings. This is a return to the name: WFG Advisors previously reported a position in PUK as recently as Q4 2016.

WFG Advisors first reported a position in PUK in Q2 2013 and has held it in 11 quarters since. The position peaked at $73K in Q4 2013. 180 funds tracked by Wall St. Rank hold PUK as of Q2 2017.

WFG Advisors held 94 shares of Prudential worth $4K as of Q2 2017.
Prudential was a new WFG Advisors position in Q2 2017.
Prudential made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1340 holding.
WFG Advisors first reported a position in Prudential in Q2 2013 and has held it in 11 quarters since.
WFG Advisors's Prudential position peaked at $73K in Q4 2013.
180 funds tracked by Wall St. Rank held Prudential as of Q2 2017.

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