WSTAM
PUK icon

Wilbanks Smith & Thomas Asset Management’s Prudential PUK Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-133
Closed -$6K – 1070
2018
Q3 		$6K Buy
+133
New +$5.88K ﹤0.01% 1191

Other funds holding PUK

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's PUK Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Prudential (PUK) in Q4 2018, closing a stake of 133 shares — an estimated $6K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in PUK in Q3 2018 and held it in 1 quarter. The position peaked at $6K in Q3 2018. 204 funds tracked by Wall St. Rank hold PUK as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Prudential position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 133 Prudential shares in Q4 2018, an estimated $6K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Prudential in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Prudential position peaked at $6K in Q3 2018.
  • 204 funds tracked by Wall St. Rank held Prudential as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.