Whitney & Co’s Prudential Financial PRU Stock Holding History

Whitney & Co’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
2018 Q4	–	Sell	-758	Closed	-$74K	–	361
2018 Q3	$74K	Buy	758 +58	+8%	+$5.72K	0.02%	155
2018 Q2	$65K	Hold	700	–	–	0.02%	150
2018 Q1	$72K	Buy	+700	New	+$78.9K	0.02%	155

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Whitney & Co's PRU Position: Q4 2018 in Review

Whitney & Co sold out of Prudential Financial (PRU) in Q4 2018, closing a stake of 758 shares — an estimated $74K sold.

Whitney & Co first reported a position in PRU in Q1 2018 and held it in 3 quarters. The position peaked at $74K in Q3 2018. 974 funds tracked by Wall St. Rank hold PRU as of Q4 2018.

Whitney & Co reported no remaining Prudential Financial position as of Q4 2018 after selling out during the quarter.
Whitney & Co sold 758 Prudential Financial shares in Q4 2018, an estimated $74K.
Whitney & Co first reported a position in Prudential Financial in Q1 2018 and held it in 3 quarters.
Whitney & Co's Prudential Financial position peaked at $74K in Q3 2018.
974 funds tracked by Wall St. Rank held Prudential Financial as of Q4 2018.

Based on Whitney & Co's 13F filing for Q4 2018, filed 7 Feb 2019.