Wheatland Advisors’s Prudential Financial PRU Stock Holding History

Wheatland 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
2020 Q1	–	Sell	-4,125	Closed	-$387K	–	76
2019 Q4	$387K	Sell	4,125 -3,050	-43%	-$280K	0.49%	66
2019 Q3	$645K	Sell	7,175 -1,530	-18%	-$139K	0.59%	56
2019 Q2	$879K	Sell	8,705 -300	-3%	-$29.9K	0.66%	50
2019 Q1	$827K	Hold	9,005	–	–	0.63%	54
2018 Q4	$734K	Hold	9,005	–	–	0.64%	50
2018 Q3	$912K	Hold	9,005	–	–	0.69%	52
2018 Q2	$842K	Hold	9,005	–	–	0.68%	52
2018 Q1	$932K	Hold	9,005	–	–	0.77%	46
2017 Q4	$1.03M	Buy	9,005 +80	+0.9%	+$8.98K	0.84%	41
2017 Q3	$949K	Hold	8,925	–	–	0.81%	43
2017 Q2	$965K	Sell	8,925 -150	-2%	-$15.9K	0.87%	42
2017 Q1	$968K	Hold	9,075	–	–	0.86%	43
2016 Q4	$944K	Hold	9,075	–	–	0.84%	45
2016 Q3	$741K	Hold	9,075	–	–	0.7%	51
2016 Q2	$647K	Hold	9,075	–	–	0.62%	52
2016 Q1	$655K	Hold	9,075	–	–	0.67%	52
2015 Q4	$739K	Hold	9,075	–	–	0.76%	45
2015 Q3	$692K	Buy	9,075 +100	+1%	+$8.39K	0.75%	48
2015 Q2	$785K	Sell	8,975 -200	-2%	-$17K	0.75%	49
2015 Q1	$737K	Buy	9,175 +100	+1%	+$8.1K	0.73%	49
2014 Q4	$821K	Buy	+9,075	New	+$780K	0.8%	49

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Wheatland Advisors's PRU Position: Q1 2020 in Review

Wheatland Advisors sold out of Prudential Financial (PRU) in Q1 2020, closing a stake of 4,125 shares — an estimated $387K sold.

Wheatland Advisors first reported a position in PRU in Q4 2014 and held it in 21 quarters. The position peaked at $1.03M in Q4 2017. 912 funds tracked by Wall St. Rank hold PRU as of Q1 2020.

Wheatland Advisors reported no remaining Prudential Financial position as of Q1 2020 after selling out during the quarter.
Wheatland Advisors sold 4,125 Prudential Financial shares in Q1 2020, an estimated $387K.
Wheatland Advisors first reported a position in Prudential Financial in Q4 2014 and held it in 21 quarters.
Wheatland Advisors's Prudential Financial position peaked at $1.03M in Q4 2017.
912 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2020.

Based on Wheatland Advisors's 13F filing for Q1 2020, filed 8 May 2020.